How big is Leesley Holding LLC's plan?

Leesley Holding LLC's plan reported $311K in assets and 4 participants for 2024.

Original filing (PDF)20250915104023NAL0001019201001

Leesley Holding LLC

Name: Leesley Holding LLC — Cappelle Wealth Management, Form 5500 (2024)
Creator: Leesley Holding LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cappelle Wealth Management Retirement Savings Plan

401(k) retirement plan · Leesley Holding LLC's Cappelle Wealth Management Retirement Savings Plan held $311K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Martin Cappelle signed Leesley Holding LLC's 2024 Form 5500 as plan administrator.

Martin Cappelle — 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

Leesley Holding LLC's EIN is 93-2670159.

EIN 93-2670159

Plan number 001

Plan year 2024

ACK ID 20250915104023NAL0001019201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Leesley Holding LLC's plan includes 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 LEESLEY HOLDING LLC.

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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

LEESLEY HOLDING LLC

EIN

all filings

Address

1475 E WOODFIELD RD · SUITE 900 · SCHAUMBURG, IL · 60173

Phone

(847) 219-7731

Industry

Finance & Insurance

Plan administrator