Plan Snapshot
- Plan Sponsor: Leading Edge Investment Advisors, LLC
- Sponsor EIN: 383722349
- Sponsor Address: ONE EMBARCADERO CENTER, SAN FRANCISCO, CA, 94111
- Plan Type: DB
- Total Participants: 13
- Total Assets: $3.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 13 | $3.3M | $0 | $0 |
| 2023 | 12 | $3.2M | $0 | $0 |
| 2022 | 13 | $3.3M | $0 | $0 |