Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEROY INVESTMENTS, LLC
EIN 41-2118710Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$328K assets
Welfare
0
Participants
12
8806 S. REDWOOD ROAD, SUITE 103 - WEST JORDAN, UT 84088801-924-2880
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $328K assets / 12 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
LEROY INVESTMENTS, LLC 401(K) PLAN
401k
Assets$323K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEROY INVESTMENTS, LLC CASH BALANCE PLAN
CashBalance
Assets$5K
Participants1
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 | LEROY INVESTMENTS, LLC 401(K) PLAN | 401k | $323K | 11 | 2024 | |
| 002 | LEROY INVESTMENTS, LLC CASH BALANCE PLAN | CashBalance | $5K | 1 | 2024 |
Retirement plans