How big is LEAD JEN, LLC's plan?

LEAD JEN, LLC's plan reported $195K in assets and 2 participants for 2023.

Original filing (PDF)20240823110953NAL0010256032001

LEAD JEN, LLC

Name: LEAD JEN, LLC — LEAD JEN 401(k) Plan, Form 5500 (2023)
Creator: LEAD JEN, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEAD JEN 401(k) Plan

401(k) retirement plan · LEAD JEN, LLC's LEAD JEN 401(k) Plan held $195K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Jennifer Mileti signed LEAD JEN, LLC's 2023 Form 5500 as plan administrator.

Jennifer Mileti — 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 JEN, LLC's EIN is 83-3474684.

EIN 83-3474684

Plan number 001

Plan year 2023

ACK ID 20240823110953NAL0010256032001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LEAD JEN, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LEAD JEN, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), 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 LEAD JEN, LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

LEAD JEN, LLC

EIN

all filings

Address

6302 E. LAFAYETTE BLVD. · SCOTTSDALE, AZ · 85251

Phone

(602) 317-2574

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

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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