# Leading Edge Investment Advisors, LLC DB Plan
Source: https://planprovider.pro/companies/leading-edge-investment-advisors-llc-plan-002

> Leading Edge Investment Advisors, LLC&#39;s DB plan: 13 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [The Sage Group, LLC](https://planprovider.pro/companies/the-sage-group-llc-plan-001) — 14 participants

- [Grail Partners, LLC](https://planprovider.pro/companies/grail-partners-llc-401k-plan) — 12 participants

- [Probitas Funds Group, LLC](https://planprovider.pro/companies/probitas-funds-group-llc-401k-plan) — 17 participants

- [Provence Registered Investment](https://planprovider.pro/companies/provence-registered-investment-plan) — 8 participants

- [Aperture Group, LLC](https://planprovider.pro/companies/aperture-group-llc-401k-plan) — 18 participants

- [Medina Value Partners LLC](https://planprovider.pro/companies/medina-singh-partners-llc-401k-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leading-edge-investment-advisors-llc-plan-002)

&copy; 2026 PlanProvider.Pro
