Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEONA INVESTMENTS, INC.
EIN 47-1907645Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
9454 WILSHIRE BLVD., SUITE 100 - BEVERLY HILLS, CA 90212310-691-2400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 10 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#002
LEONA INVESTMENTS CASH BALANCE PLAN
CashBalance
Assets$699K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEONA INVESTMENTS PROFIT SHARING PLAN
ProfitSharing
Assets$387K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEONA INVESTMENTS CASH BALANCE PLAN | CashBalance | $699K | 5 | 2024 | |
| 001 | LEONA INVESTMENTS PROFIT SHARING PLAN | ProfitSharing | $387K | 5 | 2024 |
Retirement plans