How big is Leading AGE Arizona's plan?

Leading AGE Arizona's plan reported $103K in assets and 2 participants for 2025.

Original filing (PDF)20260415144634NAL0021130880001

Leading AGE Arizona

Name: Leading AGE Arizona — Leading AGE Arizona 401(k), Form 5500 (2025)
Creator: Leading AGE Arizona
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leading AGE Arizona 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Leading AGE Arizona's Leading AGE Arizona 401(k) Profit Sharing Plan & Trust held $103K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

People on this filing

Jaime Roberts signed Leading AGE Arizona's 2025 Form 5500 as plan administrator.

Jaime Roberts — 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 AGE Arizona's EIN is 86-0449697.

EIN 86-0449697

Plan number 001

Plan year 2025

ACK ID 20260415144634NAL0021130880001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Leading AGE Arizona from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Leading AGE Arizona's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 AGE ARIZONA.

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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 (94th percentile).

Plan sponsor

Name

LEADING AGE ARIZONA

EIN

all filings

Address

2025 N. 3RD ST · STE300 · PHOENIX, AZ · 85014

Phone

(602) 230-0026

Industry

Admin Support & Waste Mgmt

Plan administrator