How big is Leverage Point, LLC's plan?

Leverage Point, LLC's plan reported $20K in assets and 5 participants for 2024.

Original filing (PDF)20250718114047NAL0002778754001

Leverage Point, LLC

Name: Leverage Point, LLC — Leverage Point, LLC 401(k), Form 5500 (2024)
Creator: Leverage Point, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leverage Point, LLC 401(k) Plan

401(k) retirement plan · Leverage Point, LLC's Leverage Point, LLC 401(k) Plan held $20K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan identifiers

Leverage Point, LLC's EIN is 84-4237535.

EIN 84-4237535

Plan number 001

Plan year 2024

ACK ID 20250718114047NAL0002778754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leverage Point, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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