How big is Leverage to LEAD LLC's plan?

Leverage to LEAD LLC's plan reported $236K in assets and 4 participants for 2024.

Original filing (PDF)20250731153534NAL0010864338001

Leverage to LEAD LLC

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

Form 5500-SF

FILING_RECEIVED

Forus 401(k)

401(k) retirement plan · Leverage to LEAD LLC's Forus 401(k) held $236K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Justin Ramirez signed Leverage to LEAD LLC's 2024 Form 5500 as plan administrator.

Justin Ramirez — 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

Leverage to LEAD LLC's EIN is 86-1792988.

EIN 86-1792988

Plan number 001

Plan year 2024

ACK ID 20250731153534NAL0010864338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leverage to LEAD LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, 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

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 (89th percentile).

Plan sponsor

Name

LEVERAGE TO LEAD LLC

EIN

all filings

Address

84 SHELLEY DRIVE · #117 · MILL VALLEY, CA · 94941

Phone

(415) 570-4525

Industry

Professional & Technical Services

Plan administrator