How big is Leading Edge Investment Advisors, LLC's plan?

Leading Edge Investment Advisors, LLC's plan reported $7.1M in assets and 13 participants for 2024.

Original filing (PDF)20250828175207NAL0010520801001

Leading Edge Investment Advisors, LLC

Name: Leading Edge Investment Advisors, LLC — Leading Edge, Form 5500 (2024)
Creator: Leading Edge Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leading Edge Investment Advisors, LLC Custom 401(k) Plan

401(k) retirement plan · Leading Edge Investment Advisors, LLC's Leading Edge Investment Advisors, LLC Custom 401(k) Plan held $7.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Clayton JUE signed Leading Edge Investment Advisors, LLC's 2024 Form 5500 as plan administrator.

Clayton JUE — 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

Leading Edge Investment Advisors, LLC's EIN is 38-3722349.

EIN 38-3722349

Plan number 001

Plan year 2024

ACK ID 20250828175207NAL0010520801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leading Edge Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leading Edge Investment Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEADING EDGE INVESTMENT ADVISORS, LLC.

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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

Helping the score