Search public Form 5500 filings

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Companies

companyLeading Plan Solutions, Inc.
EIN: 86-2271858Location: WAPlans: 2Latest: 2023

planLeading Plan Solutions Pooled Employer Plan #1Financial statement2023 filing
Sponsor: Leading Plan Solutions, Inc.EIN: 86-2271858Plan: 001Participants: 140Assets: $28,917,636Location: Seattle, WALatest: 2023
planRetire Right 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Leading Plan Solutions, Inc.EIN: 86-2271858Plan: 002Participants: 488Assets: $6,608,844Location: Seattle, WALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Leading Plan Solutions Pooled Employer Plan #1
Sponsor: Leading Plan Solutions, Inc.EIN: 86-2271858Plan: 001Ack ID: 20241015151012NAL0050099424001
filing2023 Form 5500 — Retire Right 401(K) Plan
Sponsor: Leading Plan Solutions, Inc.EIN: 86-2271858Plan: 002Ack ID: 20241015003727NAL0013978515001