Leadingham Rodgers, LLC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Leadingham Rodgers, LLC
  • Sponsor EIN: 263850881
  • Sponsor Address: PO BOX 241547, MONTGOMERY, AL, 361241547
  • Plan Type: DC
  • Total Participants: 4
  • Total Assets: $316,470

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.
20234$316,470$9,671$0
20223$260,870$4,017$0

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