How big is LEAD Client Inc.'s plan?

LEAD Client Inc.'s plan reported $1.1M in assets and 33 participants for 2024.

Original filing (PDF)20250603150615NAL0007704403001

LEAD Client Inc.

Name: LEAD Client Inc. — LEAD Client Inc. 401(k) Profit, Form 5500 (2024)
Creator: LEAD Client Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAD Client Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LEAD Client Inc.'s LEAD Client Inc. 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brian Szuberoa signed LEAD Client Inc.'s 2024 Form 5500 as plan administrator.

Brian Szuberoa — 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

LEAD Client Inc.'s EIN is 81-3363619.

EIN 81-3363619

Plan number 001

Plan year 2024

ACK ID 20250603150615NAL0007704403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LEAD Client Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LEAD Client Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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