How big is Leadertreks' plan?

Leadertreks' plan reported $632K in assets and 9 participants for 2024.

Original filing (PDF)20251013175324NAL0002515440001

Leadertreks

Name: Leadertreks — Leadertreks 403(b) Plan, Form 5500 (2024)
Creator: Leadertreks
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leadertreks 403(b) Plan

403(b) retirement plan · Leadertreks' Leadertreks 403(b) Plan held $632K in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

Douglas Franklin signed Leadertreks' 2024 Form 5500 as plan administrator.

Douglas Franklin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leadertreks' EIN is 36-4109289.

EIN 36-4109289

Plan number 001

Plan year 2024

ACK ID 20251013175324NAL0002515440001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leadertreks from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leadertreks' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

LEADERTREKS

EIN

all filings

Address

PO BOX 673 · WINFIELD, IL · 60185

Phone

(630) 668-0936

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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