How big is Leading Purpose's plan?

Leading Purpose's plan reported $31K in assets and 6 participants for 2024.

Original filing (PDF)20250718100918NAL0002526642001

Leading Purpose

Name: Leading Purpose — Leading Purpose 403(b) Plan, Form 5500 (2024)
Creator: Leading Purpose
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leading Purpose 403(b) Plan

401(k) retirement plan · Leading Purpose's Leading Purpose 403(b) Plan held $31K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Marcus Bowie signed Leading Purpose's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Leading Purpose's EIN is 84-3417097.

EIN 84-3417097

Plan number 001

Plan year 2024

ACK ID 20250718100918NAL0002526642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leading Purpose's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEADING PURPOSE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LEADING PURPOSE

EIN

all filings

Address

530 TECHNOLOGY DRIVE · SUITE 100 · IRVINE, CA · 92618

Phone

(626) 736-3423

Industry

Health Care & Social Assistance

Plan administrator