Leland Retirement, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Leland Retirement, INC.
  • Sponsor EIN: 822181455
  • Sponsor Address: 1567 HIGHLANDS DR NE, 110-10, ISSAQUAH, WA, 98029
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $663,407

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$663,407$0$0
20232$120,762$44,455$0
20222$142,534$0$0
20212$193,991$0$2,400

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