PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LSB LEAKEY FOUNDATION
Sponsor portfolio

LSB LEAKEY FOUNDATION

EIN 95-2536475-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
24
1003B OREILLY AVE - SAN FRANCISCO, CA 941291359415-561-4646
Plans on this EIN
2 filings
#001TraditionalDB-$1.4M - 13 part#002TraditionalDB-$1.1M - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • FOUNDATION DC PLAN (#001)57%
  • 403B TDA PLAN (#002)43%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOUNDATION DC PLAN (#001)13
  • 403B TDA PLAN (#002)11
Total 24Click 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

LSB LEAKEY FOUNDATION DC PLAN

TraditionalDB

Assets$1.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LSB LEAKEY FOUNDATION 403B TDA PLAN

TraditionalDB

Assets$1.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LSB LEAKEY FOUNDATION DC PLANTraditionalDB$1.4M132025
002LSB LEAKEY FOUNDATION 403B TDA PLANTraditionalDB$1.1M112025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica