Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEAF HEALTH LLC
EIN 82-3606431insuranceLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
22
3550 LAKELINE BOULEVARD, SUITE 170 - LEANDER, TX 78641512-818-2969leafhealth.netLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 22 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
LEAF HEALTH LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEAF HEALTH LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.0M
Participants11
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 | LEAF HEALTH LLC CASH BALANCE PLAN | CashBalance | $1.3M | 11 | 2024 | |
| 001 | LEAF HEALTH LLC 401(K) PROFIT SHARING PLAN | 401k | $1.0M | 11 | 2024 |
Retirement plans