How big is Leading Plan Solutions, Inc.'s plan?

Leading Plan Solutions, Inc.'s plan reported $51.5M in assets and 517 participants for 2024.

Original filing (PDF)20251014230844NAL0005035056001

Leading Plan Solutions, Inc.

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

Form 5500

FILING_RECEIVED

Leading Plan Solutions Pooled Employer Plan #1

401(k) retirement plan · Leading Plan Solutions, Inc.'s Leading Plan Solutions Pooled Employer Plan #1 held $51.5M in plan assets for 517 participants in 2024, with Leading Retirement Solutions, LLC as recordkeeper.

Signals · 4

Late participant contributionsPossibly inadequate fidelity bond88% in single holding88% employer stock

Active participants

517

Accounts w/ balance

342

Plan assets (EOY)

$51.5M

Net assets (EOY)

$51.5M

People on this filing

Kirsten Curry signed Leading Plan Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Kirsten Curry — 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 Plan Solutions, Inc.'s EIN is 86-2271858.

EIN 86-2271858

Plan number 001

Plan year 2024

ACK ID 20251014230844NAL0005035056001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leading Plan Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 72K (0% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.
87% of assets in employer securities (concentration risk).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

LEADING PLAN SOLUTIONS, INC.

EIN

all filings

Address

2226 EASTLAKE AVENUE EAST #88 · SEATTLE, WA · 98102

Phone

(206) 430-5084

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEADING RETIREMENT SOLUTIONS, LLC	45-1200308	SEATTLE, WA	RECORDKEEPER	$21K	—

Investments

32 direct securities· $51.2M(100% of reported assets)

Common Stocks

$44.9M

1 holding

Mutual Funds

$4.0M

20 holdings

Cash / Money Market

$1.6M

1 holding

Common Collective Trusts

$515K

7 holdings

Bonds / Notes

$123K

1 holding

Other securities

$11K

2 holdings

					% of plan
Employer securities Employer securities	Common Stocks	—	—	$44.9M	87.3%
Cash non-interest bearing Cash non-interest bearing	Cash / Money Market	—	—	$1.6M	3.2%
Vanguard Target Retirement 2035 Fund Mutual funds	Mutual Funds	—	—	$744K	1.4%
Vanguard Target Retirement 2030 Fund Mutual funds	Mutual Funds	—	—	$611K	1.2%
Vanguard Federal Money Market Fund Money market fund	Mutual Funds	—	—	$563K	1.1%
Vanguard Target Retirement 2045 Fund Mutual funds	Mutual Funds	—	—	$443K	0.9%
Vanguard Target Retirement 2060 Fund Mutual funds	Mutual Funds	—	—	$353K	0.7%
Vanguard Target Retirement 2025 Fund Mutual funds	Mutual Funds	—	—	$296K	0.6%
Vanguard 500 Index Fund Mutual funds	Common Collective Trusts	—	—	$291K	0.6%
Vanguard Target Retirement 2040 Fund Mutual funds	Mutual Funds	—	—	$272K	0.5%
Vanguard Target Retirement 2050 Fund Mutual funds	Mutual Funds	—	—	$237K	0.5%
Vanguard Target Retirement 2065 Fund Mutual funds	Mutual Funds	—	—	$183K	0.4%
Vanguard Growth Index Fund Mutual funds	Common Collective Trusts	—	—	$129K	0.3%
Participant Loans Interest rates from 7.25% to 9.50% $0	Bonds / Notes	—	—	$123K	0.2%
Vanguard Target Retirement 2055 Fund Mutual funds	Mutual Funds	—	—	$115K	0.2%
Vanguard Mid Cap Index Fund Mutual funds	Common Collective Trusts	—	—	$40K	<0.1%
Franklin Small Mid Cap Fund Mutual funds	Mutual Funds	—	—	$34K	<0.1%
American Funds New Perspective Fund Mutual funds	Mutual Funds	—	—	$31K	<0.1%
Vanguard Target Retirement 2020 Fund Mutual funds	Mutual Funds	—	—	$27K	<0.1%
Vanguard Small Cap Index Fund Mutual funds	Common Collective Trusts	—	—	$22K	<0.1%
Fidelity Emerging Markets Fund Mutual funds	Mutual Funds	—	—	$21K	<0.1%
DFA Inflation-Protected Securities Fund Mutual funds	Mutual Funds	—	—	$16K	<0.1%
Vanguard Value Index Fund Mutual funds	Common Collective Trusts	—	—	$16K	<0.1%
Vanguard lnterm-Term Bond Fund Mutual funds	Mutual Funds	—	—	$14K	<0.1%
Vanguard Small Cap Value Index Fund Mutual funds	Common Collective Trusts	—	—	$11K	<0.1%
Vanguard High-Yield Corporate Fund Mutual funds	Mutual Funds	—	—	$10K	<0.1%
Allspring Special Mid Cap Value Fund Mutual funds	Other securities	—	—	$8K	<0.1%
Vanguard Total International Stock Index FunMutual funds	Mutual Funds	—	—	$6K	<0.1%
Vanguard Small Cap Growth Index Fund Mutual funds	Common Collective Trusts	—	—	$5K	<0.1%
Dodge & Cox Income Fund Mutual funds	Mutual Funds	—	—	$4K	<0.1%
Hartford Strategic Income Fund Mutual funds	Other securities	—	—	$3K	<0.1%
Vanguard Target Retirement Income Fund Mutual funds	Mutual Funds	—	—	$1K	<0.1%