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  2. LEA & ELLIOTT, INC.
Sponsor portfolioTH

LEA & ELLIOTT, INC.

EIN 75-2295172-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$123.1M assets
Welfare
1
$114K premiums
Participants
386
44965 AVIATION DR, SUITE 290 - DULLES, VA 20166703-968-7883
Plans on this EIN
3 filings
#001401k-$112.5M - 165 part#003ESOP-$10.6M - 119 part#501Fully Insured-$114K - 102 lives

Retirement portfolio analytics

2 plans aggregated / $123.1M assets / 284 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • SHARING 401K PLAN (#001)91%
  • EMPLOYEE STOCK OWNERSHIP (#003)9%
Total $123.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#001)165
  • EMPLOYEE STOCK OWNERSHIP (#003)119
Total 284Click row to drill in

Benefits portfolio analytics

1 plan / $114K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$114K
  • Long-term disability$114K
  • Other$114K
Total $114K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA100%
Total $114K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN

401k

Assets$112.5M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEA ELLIOTT, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$10.6M
Participants119
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEA & ELLIOT, INC. LIFE AND DISABILITY PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$114K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEA & ELLIOTT, INC. EMPLOYEES' PROFIT SHARING 401K PLAN401k$112.5M1652025
003LEA ELLIOTT, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$10.6M1192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEA & ELLIOT, INC. LIFE AND DISABILITY PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$114K1022025
Retirement plans
Welfare plans
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