Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEADING EDGE DISTRIBUTION, LLC
EIN 34-1800585Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
36
1333 EAST HIGHLAND ROAD, STE. C - MACEDONIA, OH 44056440-786-2444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 36 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#001
LEADING EDGE DISTRIBUTION 401(K) PLAN
401k
Assets$2.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEADING EDGE DISTRIBUTION CASH BALANCE PLAN
CashBalance
Assets$487K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEADING EDGE DISTRIBUTION 401(K) PLAN | 401k | $2.5M | 22 | 2024 | |
| 002 | LEADING EDGE DISTRIBUTION CASH BALANCE PLAN | CashBalance | $487K | 14 | 2024 |
Retirement plans
Welfare plans