How big is Leslie Global Wealth, LLC's plan?

Leslie Global Wealth, LLC's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260217102948NAL0006550736001

Leslie Global Wealth, LLC

Name: Leslie Global Wealth, LLC — Leslie Global Wealth, Form 5500 (2025)
Creator: Leslie Global Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leslie Global Wealth, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · Leslie Global Wealth, LLC's Leslie Global Wealth, LLC Cash Balance Plan & Trust held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Barry Leslie signed Leslie Global Wealth, LLC's 2025 Form 5500 as plan administrator.

Barry Leslie — 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

Leslie Global Wealth, LLC's EIN is 38-3871023.

EIN 38-3871023

Plan number 002

Plan year 2025

ACK ID 20260217102948NAL0006550736001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Leslie Global Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Leslie Global Wealth, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESLIE GLOBAL WEALTH, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score