How big is Leaders Financial Group's plan?

Leaders Financial Group's plan reported $197K in assets and 2 participants for 2024.

Original filing (PDF)20251006122445NAL0003402065001

Leaders Financial Group

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

Form 5500-SF

FILING_RECEIVED

Leaders Financial Group 401(k) Plan

401(k) retirement plan · Leaders Financial Group's Leaders Financial Group 401(k) Plan held $197K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

EMMA Wheeler signed Leaders Financial Group's 2024 Form 5500 as plan administrator.

EMMA Wheeler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leaders Financial Group's EIN is 81-0606894.

EIN 81-0606894

Plan number 001

Plan year 2024

ACK ID 20251006122445NAL0003402065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leaders Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leaders Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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