Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Leading Retirement Solutions
Leading Retirement Solutions
- Service provider, as named on Schedule C
- EIN 451200308
- Plan year 2024
- Direct compensation reported $435,095
Assets of those plans
$169,368,689
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$435,095
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 8 |
| 64 | Recordkeeping fees | 2 |
| 13 | Contract administrator | 2 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Leading Plan Solutions Pooled Employer Plan #1recordkeeper | Leading Plan Solutions | $51,453,802 | 342 | $21,329 |
| Carbon Health 401(k) Planrecordkeeper | Direct Urgent Care Inc. DBA Carbon Health | $42,357,258 | 2,362 | $159,545 |
| The Liberty Company 401(k) Plan | Liberty Co Insurance Brokers | $29,900,686 | 531 | $33,015 |
| Association of Economic Collaboration and Growth Multiple Employer Retirement Planrecordkeeper | Association of Economic Collaboration and Growth | $21,684,639 | 2,936 | $24,829 |
| Retire Right 401(k) Planrecordkeeper | Leading Plan Solutions | $8,983,643 | 1,566 | $62,400 |
| LLI Holdings, Inc. 401(k) Planrecordkeeper | LLI Holdings | $7,842,435 | 200 | $29,341 |
| GCC MSO Holdings, LLC 401(k) Planrecordkeeper | GCC MSO Holdings | $2,536,677 | 837 | $37,336 |
| Tilt Holdings Inc. 401(k) Planrecordkeeper | Tilt Holdings | $1,922,994 | 460 | $16,850 |
| Skyoak Capital, Inc. Pooled Employer Plan No. 1recordkeeper | Skyoak Capital | $1,056,504 | 234 | $10,328 |
| Tumalo Industries, LLC 401(k) Planrecordkeeper | Tumalo Industries | $972,365 | 113 | $34,136 |
| Vance, LLC 401(k) Planrecordkeeper | Vance | $657,686 | 184 | $5,986 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.