JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score
91
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES D. LEO, M.D., INC..
Plan sponsor
Name
JAMES D. LEO, M.D., INC.
EIN
33-0950658
Address
2650 ELM AVENUE, SUITE 307 · LONG BEACH, CA · 90806
Phone
(714) 318-3414
Industry
Offices of Physicians· Health Care & Social Assistancesee all
