Original filing (PDF)20250630132652NAL0017329632002

LEISURE CAPITAL MGMT, INC

Name: LEISURE CAPITAL MGMT, INC — LEISURE CAPITAL MGMT, INC RET TR, Form 5500 (2024)
Creator: LEISURE CAPITAL MGMT, INC

Form 5500-SF

FILING_RECEIVED

LEISURE CAPITAL MGMT, INC RET TR

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEISURE CAPITAL MGMT, INC

EIN

90-0019370

Address

650 TOWN CENTER DR · STE 880 · COSTA MESA, CA · 92626

Phone

(714) 384-4060

Industry

Finance & Insurancesee all

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

2025-06-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ALPHA & OMEGA FIN. MGMT. CONS., INC

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC. INCENTIVE SAVINGS PLAN

$10.2M · 101 participants

FAIRFIELD GREENWICH ADVISORS

$10.2M · 6 participants

ROFFMAN MILLER ASSOCIATES, INC.

ROFFMAN MILLER ASSOCIATES, INC. 401K PROFIT SHARING PLAN

$10.2M · 16 participants

TFO PARTNERS, INC.

TFO PARTNERS, INC. 401(K) PLAN

$10.3M · 63 participants

CM WEALTH ADVISORS LLC

CM WEALTH ADVISORS LLC PROFIT SHARING AND 401(K) PLAN