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THE LEONARD FINANCIAL GROUP, LLC

EIN 74-3081104-insurance-Latest filing 2025
Plans
1
Retirement
1
$766K assets
Welfare
0
Participants
5
6820 INDIANA AVE, SUITE 230 - RIVERSIDE, CA 92506951-781-7320leonardllc.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$766K - 5 part

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Retirement#001

THE LEONARD FINANCIAL GROUP LLC 401K PS PLAN

401k

Assets$766K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE LEONARD FINANCIAL GROUP LLC 401K PS PLAN401k$766K52025
Retirement plans
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