How big is Leafplanner's plan?

Leafplanner's plan reported $65K in assets and 8 participants for 2025.

Original filing (PDF)20260504220733NAL0000331569014

Leafplanner

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

Form 5500-SF

FILING_RECEIVED

Leafplanner 401(k) Plan

401(k) retirement plan · Leafplanner's Leafplanner 401(k) Plan held $65K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Elantha Barry signed Leafplanner's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Leafplanner's EIN is 88-1199635.

EIN 88-1199635

Plan number 001

Plan year 2025

ACK ID 20260504220733NAL0000331569014

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEAFPLANNER

EIN

all filings

Address

3972 E ALTA APPROACH · SANDY, UT · 84092

Phone

(801) 947-9981

Industry

Software Publishers· Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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