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Original filing (PDF)20230731103947NAL0032944978001
LEADING EDGE INVESTMENT ADVISORS, LLC
Form 5500
FILING_RECEIVED
LEIA GROUP TRUST
Employee benefit plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$215.3M
Net assets (EOY)
$213.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADING EDGE INVESTMENT ADVISORS, LLC.
Plan sponsor
Name
LEADING EDGE INVESTMENT ADVISORS, LLC
EIN
38-3722349
Address
50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA · 941114612
Phone
(415) 217-7030
Plan administrator
Name
BANK OF NEW YORK MELLON
EIN
13-2014959
City
NEW YORK, NY
Phone
(212) 495-1784
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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