Original filing (PDF)20251014162908NAL0006865314001

LEA Financial Management Inc.

Name: LEA Financial Management Inc. — LEA Financial, Form 5500 (2024)
Creator: LEA Financial Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEA Financial Management Inc. 401(k) Plan

401(k) retirement plan · LEA Financial Management Inc.'s LEA Financial Management Inc. 401(k) Plan held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEA FINANCIAL MANAGEMENT INC..

Plan sponsor

Name

LEA FINANCIAL MANAGEMENT INC.

EIN

74-3014482all filings

Address

4444 CARTER CREEK PARKWAY · SUITE 104 · BRYAN, TX · 77802

Phone

(979) 260-9770

Industry