Sponsor portfolio
LEVERAGE FINANCIAL GROUP, LLC
EIN 84-4132309insuranceLatest filing 2025
Plans
2
Retirement
1
$552K assets
Welfare
1
Participants
15
980 BIRMINGHAM ROAD, SUITE 501-103 - MILTON, GA 30004888-970-2731leveragefg.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN
401k
Assets$552K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
LEVERAGE FINANCIAL GROUP, LLC GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN | 401k | $552K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEVERAGE FINANCIAL GROUP, LLC GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans