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Sponsor portfolioTH

LEADERTREKS, N.F.P.

EIN 36-4109289-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
3
$1.6M assets
Welfare
0
Participants
34
28W468 HIGH LAKE ROAD - WEST CHICAGO, IL 60185877-502-0699
Plans on this EIN
3 filings
#003ProfitSharing-$833K - 17 part#001403b-$632K - 10 part#005CashBalance-$156K - 7 part

Retirement portfolio analytics

3 plans aggregated / $1.6M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • PLAN AND TRUST (#003)51%
  • LEADERTREKS 403(B) (#001)39%
  • CASH BALANCE PLAN (#005)10%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)17
  • LEADERTREKS 403(B) (#001)10
  • CASH BALANCE PLAN (#005)7
Total 34Click 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#003

LEADERTREKS, N.F.P. PROFIT SHARING PLAN AND TRUST

ProfitSharing

Assets$833K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEADERTREKS 403(B) PLAN

403b

Assets$632K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LEADERTREKS, N.F.P. CASH BALANCE PLAN

CashBalance

Assets$156K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003LEADERTREKS, N.F.P. PROFIT SHARING PLAN AND TRUSTProfitSharing$833K172025
001LEADERTREKS 403(B) PLAN403b$632K102024
005LEADERTREKS, N.F.P. CASH BALANCE PLANCashBalance$156K72024
Retirement plans
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