How big is Leadvantedge Inc.'s plan?

Leadvantedge Inc.'s plan reported $454K in assets and 27 participants for 2023.

Original filing (PDF)20240621065231NAL0003194736001

Leadvantedge Inc.

Name: Leadvantedge Inc. — Form 5500 (2023)
Creator: Leadvantedge Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leadvantedge Inc.

401(k) retirement plan · Leadvantedge Inc. held $454K in plan assets for 27 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

TAMI Floyd signed Leadvantedge Inc.'s 2023 Form 5500 as plan administrator.

TAMI Floyd — 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

Leadvantedge Inc.'s EIN is 83-3849721.

EIN 83-3849721

Plan number 001

Plan year 2023

ACK ID 20240621065231NAL0003194736001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Leadvantedge Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Leadvantedge Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

LEADVANTEDGE INC

EIN

all filings

Address

117 FURNACE ST · SHARON, MA · 02067

Phone

(630) 890-8905

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

2024-06-21

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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