Original filing (PDF)20250515220234NAL0019829073043

LEONIS PRINCIPAL LLC

Name: LEONIS PRINCIPAL LLC — LEONIS PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: LEONIS PRINCIPAL LLC

Form 5500-SF

FILING_RECEIVED

LEONIS PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

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

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

Decision-maker contacts

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

Plan sponsor

Name

LEONIS PRINCIPAL LLC

EIN

46-1708586all filings

Address

330 MADISON AVENUE · 24TH FLOOR SUITE 2400 · NEW YORK, NY · 10017

Phone

(212) 804-8816

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

JWTT INC.

JWTT INC. CASH BALANCE PLAN

$737K · 3 participants

NEWPORT INVESTMENT ADVISORS, INC.

NEWPORT INVESTMENT ADVISORS INC EMP PROFIT SHARING PLAN

$738K · 2 participants

CORNERSTONE WEALTH ADVISORY AND INSURANCE SERVICES, LLC

CORNERSTONE WEALTH 401(K) PLAN

$742K · 4 participants

HEARTLAND INVESTMENT U S A INC

HEARTLAND INVESTMENT U S A INC 401(K) PROFIT SHARING PLAN & TRUST

$742K · 10 participants

PURSUIT WEALTH GROUP

PURSUIT WEALTH GROUP 401(K) PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.