Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LEADING EDGE INVESTMENT ADVISORS, LLC
EIN 38-3722349investment managementLatest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
32
ONE EMBARCADERO CENTER, SUITE 1160 - SAN FRANCISCO, CA 94111415-217-7030leia.netLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.5M assets / 32 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 INVESTMENT ADVISORS, LLC CUSTOM 401(K) PLAN
401k
Assets$8.4M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEADING EDGE INVESTMENT ADVISORS, LLC RETIREMENT PLAN
CashBalance
Assets$2.1M
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 INVESTMENT ADVISORS, LLC CUSTOM 401(K) PLAN | 401k | $8.4M | 18 | 2025 | |
| 002 | LEADING EDGE INVESTMENT ADVISORS, LLC RETIREMENT PLAN | CashBalance | $2.1M | 14 | 2025 |
Retirement plans