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  2. LEADING PLAN SOLUTIONS, INC.
Sponsor portfolio

LEADING PLAN SOLUTIONS, INC.

EIN 86-2271858-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$60.4M assets
Welfare
0
Participants
2,225
2226 EASTLAKE AVENUE EAST #88 - SEATTLE, WA 98102206-430-5084
Plans on this EIN
2 filings
#001401k-$51.5M - 517 part#002401k-$9.0M - 1,708 part

Retirement portfolio analytics

2 plans aggregated / $60.4M assets / 2,225 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • EMPLOYER PLAN #1 (#001)85%
  • RETIRE RIGHT 401(K) (#002)15%
Total $60.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • LEADING RETIREMENT SOLUTIONS100%
Total $60.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIRE RIGHT 401(K) (#002)1,708
  • EMPLOYER PLAN #1 (#001)517
Total 2,225Click row to drill in

Plan deep-dives

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

LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1

401k

Assets$51.5M
Participants517
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RETIRE RIGHT 401(K) PLAN

401k

Assets$9.0M
Participants1,708
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEADING PLAN SOLUTIONS POOLED EMPLOYER PLAN #1401k$51.5M5172024
002RETIRE RIGHT 401(K) PLAN401k$9.0M1,7082024
Retirement plans
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