Filings through .
Leading Retirement Solutions
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served13+4 YoYRank #1225 of mapped providers
Assets under administration$230M0.0%Rank #7661 by share of filed assets
Fees received$873,833Median $36,402/planSum across Schedule C direct + indirect
Net wins YoY+36 won - 3 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Leading Retirement Solutions as recordkeeper and list their funds in their filing.
Plans
12
$168M in funds
In collective trusts
10%
average plan
In Leading Retirement Solutions funds
0%
average plan
In index funds
71%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 7 |
| BlackRock | 4 |
| Capital Group | 2 |
| Fidelity (FMR) | 2 |
| Victory Capital | 2 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.