# Leverty Financial Group, LLC DB Plan
Source: https://planprovider.pro/companies/leverty-financial-group-llc-plan

> Leverty Financial Group, LLC's DB plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Leverty Financial Group, LLC

- **Sponsor EIN:** 853028301

- **Sponsor Address:** 201 2ND STREET S, HUDSON, WI, 54016

- **Plan Type:** DB

- **Total Participants:** 7

- **Total Assets:** $562,682

## 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|7|$562,682|$158,405|$0|

| 2023|6|$374,866|$127,825|$0|

| 2022|5|$227,366|$120,299|$0|

## Similar Plans

- [Retirement Plan Solutions, INC.](https://planprovider.pro/companies/retirement-plan-solutions-inc-401k-plan-001) — 6 participants

- [Klcm Advisors, INC.](https://planprovider.pro/companies/klcm-advisors-inc-plan) — 9 participants

- [Sunset Adventures Wealth Advisors](https://planprovider.pro/companies/sunset-adventures-wealth-advisors-plan) — 4 participants

- [Broadview Financial Management, LLC](https://planprovider.pro/companies/broadview-financial-management-llc-401k-plan) — 11 participants

- [Capital Investment Services Of America, INC.](https://planprovider.pro/companies/capital-investment-services-of-america-inc-plan) — 11 participants

- [Silver Ark, LLC](https://planprovider.pro/companies/silver-ark-llc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/leverty-financial-group-llc-plan)

© 2026 PlanProvider.Pro