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LEADING HEALTHCARE PLLC — LEADING MDS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250604161557NAL0019443568001
LEADING HEALTHCARE PLLC
Form 5500-SF
FILING_RECEIVED
LEADING MDS 401(K) PLAN
401(k) retirement plan
Active participants
102
Accounts w/ balance
18
Plan assets (EOY)
$148K
Net assets (EOY)
$148K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEADING HEALTHCARE PLLC
.
Find decision makers
Plan sponsor
Name
LEADING HEALTHCARE PLLC
EIN
82-2666948
Address
8035 E. BROWN ROAD · MESA, AZ · 85207
Phone
(602) 654-3294
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 18% as many balances as active participants — suggests many active employees aren't deferring.
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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