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Sponsor portfolio

LEAD BUILDERS, INC.

EIN 65-1206055-construction-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
80
2060 E. AVENIDA DE LOS ARBOLES - THOUSAND OAKS, CA 91362805-498-9903leadbuildersinc.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#003401k-$3.9M - 64 part#002CashBalance-$1.5M - 16 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • INC. RETIREMENT PLAN (#003)72%
  • CASH BALANCE PENSION (#002)28%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#003)64
  • CASH BALANCE PENSION (#002)16
Total 80Click 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#003

LEAD BUILDERS, INC. RETIREMENT PLAN

401k

Assets$3.9M
Participants64
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEAD BUILDERS, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEAD BUILDERS, INC. RETIREMENT PLAN401k$3.9M642024
002LEAD BUILDERS, INC. CASH BALANCE PENSION PLANCashBalance$1.5M162024
Retirement plans
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