# Leadingage, INC. 403(b) Plan
Source: https://planprovider.pro/companies/leadingage-inc-403b-plan

> Leadingage, INC.'s 403(b) plan: 115 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leadingage, INC.

- **Sponsor EIN:** 136213525

- **Sponsor Address:** 2519 CONNECTICUT AVENUE, NW, WASHINGTON, DC, 200081520

- **Plan Type:** 403(b)

- **Total Participants:** 115

- **Total Assets:** $41.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|115|$41.3M|$633,789|$969,483|

| 2023|121|$37.8M|$666,148|$1.0M|

| 2022|122|$34.4M|$639,608|$982,066|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,025|—|—|—|—|

| 2023|$1,324|—|$275|—|—|

| 2022|$300|—|$300|—|—|

## Similar Plans

- [U. B. C. J. Of America](https://planprovider.pro/companies/u-b-c-j-of-america-plan) — 113 participants

- [American Pharmacists Association](https://planprovider.pro/companies/american-pharmacists-association-401k-plan) — 118 participants

- [International City County Management Association](https://planprovider.pro/companies/international-city-county-managemen-t-association-403b-plan) — 111 participants

- [The Protect Democracy Project](https://planprovider.pro/companies/the-protect-democracy-project-401k-plan) — 119 participants

- [Emily'S List](https://planprovider.pro/companies/emily-s-list-401k-plan) — 111 participants

- [Public Citizen, INC.](https://planprovider.pro/companies/public-citizen-inc-plan) — 111 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leadingage-inc-403b-plan)

© 2026 PlanProvider.Pro