Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
James Leo, M.D., PLLC
EIN 88-2569999Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
8
1677 COYOTE RD - PRESCOTT, AZ 86304562-522-8453
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 8 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
JAMES LEO, M.D., PLLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$3.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES LEO, M.D., PLLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$3.0M
Participants4
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 | JAMES LEO, M.D., PLLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $3.4M | 4 | 2025 | |
| 001 | JAMES LEO, M.D., PLLC 401(K) PROFIT SHARING PLAN | 401(k) | $3.0M | 4 | 2025 |
Retirement plans