Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEADERFACTOR LLC
EIN 20-5546322professional training & coachingLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
19
75 NORTH PRESTON DRIVE - ALPINE, UT 84004801-358-6725leaderfactor.comLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LEADERFACTOR LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEADERFACTOR LLC 401(K) PLAN
401k
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEADERFACTOR LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.6M | 8 | 2024 | |
| 001 | LEADERFACTOR LLC 401(K) PLAN | 401k | $1.3M | 11 | 2024 |
Retirement plans