How big is Leverage Financial Group, LLC's plan?

Leverage Financial Group, LLC's plan reported $224K in assets and 4 participants for 2024.

Original filing (PDF)20250714084535NAL0001169904001

Leverage Financial Group, LLC

Name: Leverage Financial Group, LLC — Leverage Financial, Form 5500 (2024)
Creator: Leverage Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leverage Financial Group, LLC 401(k) Plan

401(k) retirement plan · Leverage Financial Group, LLC's Leverage Financial Group, LLC 401(k) Plan held $224K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

Plan identifiers

Leverage Financial Group, LLC's EIN is 84-4132309.

EIN 84-4132309

Plan number 001

Plan year 2024

ACK ID 20250714084535NAL0001169904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leverage Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leverage Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 LEVERAGE FINANCIAL GROUP, 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

Helping the score