Original filing (PDF)20241001085906NAL0006832401001

LEAD & PROSPER, LLC DBA IDEAL AGENT

Name: LEAD & PROSPER, LLC DBA IDEAL AGENT — IDEAL AGENT 401(K) PLAN, Form 5500 (2023)
Creator: LEAD & PROSPER, LLC DBA IDEAL AGENT

Form 5500-SF

FILING_RECEIVED

IDEAL AGENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEAD & PROSPER, LLC DBA IDEAL AGENT.

Plan sponsor

Name

LEAD & PROSPER, LLC DBA IDEAL AGENT

EIN

81-1794487

Address

3505 E FRONTAGE ROAD · SUITE 100 · TAMPA, FL · 336071748

Phone

(813) 736-0206

Industry

Real Estatesee all

Plan administrator