How big is The LEAD Group's plan?

The LEAD Group's plan reported $4.8M in assets and 30 participants for 2024.

Original filing (PDF)20250820094816NAL0003146033001

The LEAD Group

Name: The LEAD Group — The LEAD Group 401(k) Profit, Form 5500 (2024)
Creator: The LEAD Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The LEAD Group 401(k) Profit Sharing Plan

401(k) retirement plan · The LEAD Group's The LEAD Group 401(k) Profit Sharing Plan held $4.8M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Stephen HOTZ signed The LEAD Group's 2024 Form 5500 as plan administrator.

Stephen HOTZ — 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

The LEAD Group's EIN is 45-2884258.

EIN 45-2884258

Plan number 001

Plan year 2024

ACK ID 20250820094816NAL0003146033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The LEAD Group'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 THE LEAD GROUP.

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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