Sponsor portfolio
LEONARD ADVISORY GROUP, LLC
EIN 85-3990637Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$290K assets
Welfare
0
Participants
7
720 STATE ST - SAINT JOSEPH, MI 49085216-973-1788
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEONARD ADVISORY GROUP 401(K) PLAN | 401k | $290K | 7 | 2025 |
Retirement plans