Original filing (PDF)20250513085945NAL0013236163001

LEEDS EQUITY ADVISORS INC.

Name: LEEDS EQUITY ADVISORS INC. — LEEDS EQUITY PARTNERS, LLC PROFIT SHARING, Form 5500 (2024)
Creator: LEEDS EQUITY ADVISORS INC.

Form 5500-SF

FILING_RECEIVED

LEEDS EQUITY PARTNERS, LLC PROFIT SHARING

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEEDS EQUITY ADVISORS INC..

Plan sponsor

Name

LEEDS EQUITY ADVISORS INC.

EIN

52-2190542

Address

590 MADISON AVENUE · FLOOR 40 · NEW YORK, NY · 10022

Phone

(212) 835-2000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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