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Sponsor portfolio

LEEDY DENTAL, PLLC

EIN 38-3953434-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$589K assets
Welfare
0
Participants
19
2902 SOUTH 27TH STREET - ABILENE, TX 79605325-692-1501
Plans on this EIN
2 filings
#002CashBalance-$544K - 11 part#001401k-$45K - 8 part

Retirement portfolio analytics

2 plans aggregated / $589K assets / 19 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN & TRUST (#002)92%
  • PLAN & TRUST (#001)8%
Total $589KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)11
  • PLAN & TRUST (#001)8
Total 19Click 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#002

LEEDY AND GREEN CASH BALANCE PLAN & TRUST

CashBalance

Assets$544K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEEDY AND GREEN RETIREMENT PLAN & TRUST

401k

Assets$45K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEEDY AND GREEN CASH BALANCE PLAN & TRUSTCashBalance$544K112024
001LEEDY AND GREEN RETIREMENT PLAN & TRUST401k$45K82025
Retirement plans
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