How big is LISA Leonard's plan?

LISA Leonard's plan reported $16K in assets and 8 participants for 2024.

Original filing (PDF)20250714180956NAL0000859331001

LISA Leonard

Name: LISA Leonard — LISA Leonard 401(k) Plan, Form 5500 (2024)
Creator: LISA Leonard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Leonard 401(k) Plan

401(k) retirement plan · LISA Leonard's LISA Leonard 401(k) Plan held $16K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

LISA Leonard signed LISA Leonard's 2024 Form 5500 as plan administrator.

LISA Leonard — 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

LISA Leonard's EIN is 45-4733228.

EIN 45-4733228

Plan number 001

Plan year 2024

ACK ID 20250714180956NAL0000859331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Leonard's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISA LEONARD.

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Plan health score

Above-average plan

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 (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LISA LEONARD

EIN

all filings

Address

5743 CORSA AVENUE STE 220 · WESTLAKE VILLAGE, CA · 91362

Phone

(818) 991-7766

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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