How big is Leclair Wealth Partners' plan?

Leclair Wealth Partners' plan reported $123K in assets and 9 participants for 2025.

Original filing (PDF)20260504073540NAL0004667904001

Leclair Wealth Partners

Name: Leclair Wealth Partners — Leclair Wealth Partners, Form 5500 (2025)
Creator: Leclair Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leclair Wealth Partners 401(k) Plan

401(k) retirement plan · Leclair Wealth Partners' Leclair Wealth Partners 401(k) Plan held $123K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

People on this filing

Steven Leclair signed Leclair Wealth Partners' 2025 Form 5500 as plan administrator.

Steven Leclair — 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

Leclair Wealth Partners' EIN is 99-3383899.

EIN 99-3383899

Plan number 001

Plan year 2025

ACK ID 20260504073540NAL0004667904001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off