Leading Edge Investment Advisors, LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Leading Edge Investment Advisors, LLC
  • Sponsor EIN: 383722349
  • Sponsor Address: 1 EMBARCADERO CTR STE 1160, SAN FRANCISCO, CA, 941113669
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 1
  • Total Assets: $72,535

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$72,535$0$0
20221$215.3M$0$0

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