Back to filter
Original filing (PDF)20250827132724NAL0016640480001
LEAD CONCEPTS, INC.
Form 5500-SF
FILING_RECEIVED
LEAD CONCEPTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
30
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 59% balance-to-active ratio — below typical for a healthy 401(k).
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 LEAD CONCEPTS, INC..
Plan sponsor
Name
LEAD CONCEPTS, INC.
EIN
75-2554751
Address
3100 PREMIER DRIVE, STE. 207 · IRVING, TX · 75063
Phone
(800) 283-0187
Industry
Professional & Technical Servicessee all
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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Professional & Technical Services plans
J SHELTON ASSOCIATES, INC.
SHELTON GROUP 401(K) PLAN
$3.1M · 27 participants
SOCKEYE CREATIVE, INC.
SOCKEYE 401(K) RETIREMENT PLAN
$3.1M · 9 participants
OVARE GROUP, INC.
OVARE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$3.1M · 86 participants
KELLIHER/SAMETS, LTD.
KELLIHER/SAMETS, LTD. 401(K) PROFIT SHARING PLAN
$3.1M · 36 participants
HORNERCOM INC.
HORNERCOM INC 401(K) PROFIT SHARING PLAN
$3.1M · 6 participants
WALLWORK CURRY MCKENNA, LLC
WALLWORK CURRY MCKENNA 401(K) PLAN
$3.1M · 13 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants