Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
LESLIE GLOBAL WEALTH, LLC
EIN 38-3871023financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
11
500 PARK BLVD., SUITE 1440 - ITASCA, IL 60143312-946-1000leslieglobalwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 11 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
LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LESLIE GLOBAL WEALTH, LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.5M | 6 | 2025 | |
| 002 | LESLIE GLOBAL WEALTH, LLC CASH BALANCE PLAN & TRUST | CashBalance | $1.4M | 5 | 2025 |
Retirement plans