PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LEAF, DAHL AND COMPANY, LTD
Sponsor portfolio

LEAF, DAHL AND COMPANY, LTD

EIN 36-2742663-accounting-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
7
666 DUNDEE ROAD, BLDG 600 - NORTHBROOK, IL 60062773-545-9090LinkedIn11-50 employeesaccounting
Plans on this EIN
2 filings
#001ProfitSharing-$4.8M - 1 part#004401k-$1.4M - 6 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#001)77%
  • PLAN AND TRUST (#004)23%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#004)6
  • PLAN AND TRUST (#001)1
Total 7Click 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

LEAF, DAHL AND COMPANY, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$4.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EMPLOYEES SAVINGS PLAN AND TRUST

401k

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEAF, DAHL AND COMPANY, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUSTProfitSharing$4.8M12025
004EMPLOYEES SAVINGS PLAN AND TRUST401k$1.4M62025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica