LEAFT HOUSE FINANCIAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

651

Total plan assets

$56.8M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Investment manager3

Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
PUERTO RICO ENERGY LLC PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN	SAN JUAN, PR	Investment manager	256	$20.3M	$10K	$0
PUERTO RICO ENERGY LLC PUERTO RICO ENERGY LLC RETIREMENT SAVINGS PLAN	SAN JUAN, PR	Investment manager