Back to filter
Original filing (PDF)20260127065604NAL0002809265001
ION LEED, LLC.
Form 5500
FILING_RECEIVED
ION LEED LLC WELFARE BENEFIT PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
890
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ION LEED, LLC..
Plan sponsor
Name
ION LEED, LLC.
EIN
66-0856057
Address
1225 PONCE DE LEON AVENUE · SUITE 1104 · SAN JUAN, PR · 00907
Phone
(787) 413-1497
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-01-27
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4L · Death Benefits (other than life insurance)
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
ABSOLUTE ZERO LLC HEATING & AIR CONDITIONING
ABSOLUTE ZERO LLC HEATING & AIR CONDITIONING 401(K) PLAN
$0 · 2 participants
AIRTEK SYSTEMS LLC
AIRTEK SYSTEMS LLC SOCA BENEFIT PLAN
$0
CUMBERLAND MECHANICAL SERVICES INC
CUMBERLAND MECHANICAL SERVICES 401(K) PLAN
$0 · 15 participants
THE PLUMBERS CHOICE INC
THE PLUMBER'S CHOICE 401K PLAN 401(K) PLAN
$0
RB MASTER BUILDERS INC
RB MASTER BUILDERS INC 401K PLAN
$0
FLORIDA GREEN PLUMBING INC
FLORIDA GREEN PLUMBING INC
$0
Large plans in Puerto Rico
BPAS TRUST CO OF PUERTO RICO
PR CAPITAL PRESERVATION FUND
$2.4B
POPULAR FIDUCIARY SERVICES 725
PUERTO RICO TELEPHONE COMPANY MASTER TRUST
$841.8M
POPULAR, INC.
POPULAR, INC. PR SAVINGS AND INVESTMENT PLAN
$818.6M · 8,410 participants
PUERTO RICO TELEPHONE COMPANY
PUERTO RICO TELEPHONE COMPANY CONSOLIDATED RETIREMENT PLAN FOR SALARIED AND HOURLY EMPLOYEES
$797.4M · 1,291 participants
AMGEN MANUFACTURING LIMITED LLC
THE RETIREMENT AND SAVINGS PLAN FOR AMGEN MANUFACTURING LIMITED LLC
$779.5M · 2,589 participants
BANCO POPULAR DE PUERTO RICO
BANCO POPULAR DE PUERTO RICO RETIREMENT PLAN
$607.5M · 1,733 participants