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  2. JASON E. LEEDY, M.D., LLC
Sponsor portfolio

JASON E. LEEDY, M.D., LLC

EIN 20-3180633-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
24
2060 LANDER ROAD - MAYFIELD HTS, OH 44124440-461-6100drleedy.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$4.2M - 17 part#002CashBalance-$813K - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN AND TRUST (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)17
  • CASH BALANCE PLAN (#002)7
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JASON E. LEEDY. M. D. , LLC 401(K) PLAN AND TRUST

401k

Assets$4.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

JASON E. LEEDY, M. D. , LLC CASH BALANCE PLAN

CashBalance

Assets$813K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JASON E. LEEDY. M. D. , LLC 401(K) PLAN AND TRUST401k$4.2M172025
002JASON E. LEEDY, M. D. , LLC CASH BALANCE PLANCashBalance$813K72025
Retirement plans
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