Civic Intelligence

Leading Edge Investment Advisors LLC

Plan context: Leading Edge Investment Advisors LLC Custom 401(K) Plan

EIN 38-3722349 • San Francisco, CA • 29 filings • 3 plans

One Embarcadero Center, Suite 1160San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$10,365,048

2024 Contributions

$608,074

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$302,629,649$151,314,825$0201320192024YearValue
$10,365,048Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680201320192024YearValue
16Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024216$10,365,048$608,074$38,005iApproximate average salary by contribution assumption: employee only about $950,116 at 4% or $633,410 at 6%; with 50% employer match about $633,410 at 4% or $422,274 at 6%; with 100% employer match about $475,058 at 4% or $316,705 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-16$7,085,406$608,074$38,005iApproximate average salary by contribution assumption: employee only about $950,116 at 4% or $633,410 at 6%; with 50% employer match about $633,410 at 4% or $422,274 at 6%; with 100% employer match about $475,058 at 4% or $316,705 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-13$3,279,642--
2023214$8,969,239$620,639$44,331iApproximate average salary by contribution assumption: employee only about $1,108,284 at 4% or $738,856 at 6%; with 50% employer match about $738,856 at 4% or $492,571 at 6%; with 100% employer match about $554,142 at 4% or $369,428 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-14$5,818,512$620,639$44,331iApproximate average salary by contribution assumption: employee only about $1,108,284 at 4% or $738,856 at 6%; with 50% employer match about $738,856 at 4% or $492,571 at 6%; with 100% employer match about $554,142 at 4% or $369,428 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-12$3,150,727--
2022313$223,238,565$533,186$41,014iApproximate average salary by contribution assumption: employee only about $1,025,358 at 4% or $683,572 at 6%; with 50% employer match about $683,572 at 4% or $455,715 at 6%; with 100% employer match about $512,679 at 4% or $341,786 at 6%.
Leia Group Trust-1$215,349,865--
Leading Edge Investment Advisors LLC Custom 401(K) Plan-13$4,587,439$533,186$41,014iApproximate average salary by contribution assumption: employee only about $1,025,358 at 4% or $683,572 at 6%; with 50% employer match about $683,572 at 4% or $455,715 at 6%; with 100% employer match about $512,679 at 4% or $341,786 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-13$3,301,261--
2021315$282,117,961$720,309$48,021iApproximate average salary by contribution assumption: employee only about $1,200,515 at 4% or $800,343 at 6%; with 50% employer match about $800,343 at 4% or $533,562 at 6%; with 100% employer match about $600,258 at 4% or $400,172 at 6%.
Leia Group Trust-1$272,004,970--
Leading Edge Investment Advisors LLC Retirement Plan-13$5,336,154$314,598$24,200iApproximate average salary by contribution assumption: employee only about $604,996 at 4% or $403,331 at 6%; with 50% employer match about $403,331 at 4% or $268,887 at 6%; with 100% employer match about $302,498 at 4% or $201,665 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-15$4,776,837$405,711$27,047iApproximate average salary by contribution assumption: employee only about $676,185 at 4% or $450,790 at 6%; with 50% employer match about $450,790 at 4% or $300,527 at 6%; with 100% employer match about $338,093 at 4% or $225,395 at 6%.
2020314$302,629,649$970,678$69,334iApproximate average salary by contribution assumption: employee only about $1,733,354 at 4% or $1,155,569 at 6%; with 50% employer match about $1,155,569 at 4% or $770,379 at 6%; with 100% employer match about $866,677 at 4% or $577,785 at 6%.
Leia Group Trust-1$294,340,510--
Leading Edge Investment Advisors LLC Retirement Plan-13$4,385,495$563,853$43,373iApproximate average salary by contribution assumption: employee only about $1,084,333 at 4% or $722,888 at 6%; with 50% employer match about $722,888 at 4% or $481,926 at 6%; with 100% employer match about $542,166 at 4% or $361,444 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-14$3,903,644$406,825$29,059iApproximate average salary by contribution assumption: employee only about $726,473 at 4% or $484,315 at 6%; with 50% employer match about $484,315 at 4% or $322,877 at 6%; with 100% employer match about $363,237 at 4% or $242,158 at 6%.
2019313$245,201,993$875,484$67,345iApproximate average salary by contribution assumption: employee only about $1,683,623 at 4% or $1,122,415 at 6%; with 50% employer match about $1,122,415 at 4% or $748,277 at 6%; with 100% employer match about $841,812 at 4% or $561,208 at 6%.
Leia Group Trust-1$237,728,733--
Leading Edge Investment Advisors LLC Custom 401(K) Plan-13$3,860,527$402,254$30,943iApproximate average salary by contribution assumption: employee only about $773,565 at 4% or $515,710 at 6%; with 50% employer match about $515,710 at 4% or $343,807 at 6%; with 100% employer match about $386,783 at 4% or $257,855 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-12$3,612,733$473,230$39,436iApproximate average salary by contribution assumption: employee only about $985,896 at 4% or $657,264 at 6%; with 50% employer match about $657,264 at 4% or $438,176 at 6%; with 100% employer match about $492,948 at 4% or $328,632 at 6%.
2018314$207,742,159$877,516$62,680iApproximate average salary by contribution assumption: employee only about $1,566,993 at 4% or $1,044,662 at 6%; with 50% employer match about $1,044,662 at 4% or $696,441 at 6%; with 100% employer match about $783,496 at 4% or $522,331 at 6%.
Leia Group Trust--$201,903,022--
Leading Edge Investment Advisors LLC Custom 401(K) Plan-14$3,069,244$396,345$28,310iApproximate average salary by contribution assumption: employee only about $707,759 at 4% or $471,839 at 6%; with 50% employer match about $471,839 at 4% or $314,560 at 6%; with 100% employer match about $353,879 at 4% or $235,920 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-13$2,769,893$481,171$37,013iApproximate average salary by contribution assumption: employee only about $925,329 at 4% or $616,886 at 6%; with 50% employer match about $616,886 at 4% or $411,257 at 6%; with 100% employer match about $462,664 at 4% or $308,443 at 6%.
2017214$5,429,311$898,021$64,144iApproximate average salary by contribution assumption: employee only about $1,603,609 at 4% or $1,069,073 at 6%; with 50% employer match about $1,069,073 at 4% or $712,715 at 6%; with 100% employer match about $801,804 at 4% or $534,536 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-14$2,923,024$383,466$27,390iApproximate average salary by contribution assumption: employee only about $684,761 at 4% or $456,507 at 6%; with 50% employer match about $456,507 at 4% or $304,338 at 6%; with 100% employer match about $342,380 at 4% or $228,254 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-13$2,506,287$514,555$39,581iApproximate average salary by contribution assumption: employee only about $989,529 at 4% or $659,686 at 6%; with 50% employer match about $659,686 at 4% or $439,791 at 6%; with 100% employer match about $494,764 at 4% or $329,843 at 6%.
2016214$3,975,019$798,619$57,044iApproximate average salary by contribution assumption: employee only about $1,426,105 at 4% or $950,737 at 6%; with 50% employer match about $950,737 at 4% or $633,825 at 6%; with 100% employer match about $713,053 at 4% or $475,368 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-13$2,185,724$362,951$27,919iApproximate average salary by contribution assumption: employee only about $697,983 at 4% or $465,322 at 6%; with 50% employer match about $465,322 at 4% or $310,215 at 6%; with 100% employer match about $348,991 at 4% or $232,661 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-14$1,789,295$435,668$31,119iApproximate average salary by contribution assumption: employee only about $777,979 at 4% or $518,652 at 6%; with 50% employer match about $518,652 at 4% or $345,768 at 6%; with 100% employer match about $388,989 at 4% or $259,326 at 6%.
2015215$3,040,548$887,817$59,188iApproximate average salary by contribution assumption: employee only about $1,479,695 at 4% or $986,463 at 6%; with 50% employer match about $986,463 at 4% or $657,642 at 6%; with 100% employer match about $739,848 at 4% or $493,232 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-15$1,768,863$362,908$24,194iApproximate average salary by contribution assumption: employee only about $604,847 at 4% or $403,231 at 6%; with 50% employer match about $403,231 at 4% or $268,821 at 6%; with 100% employer match about $302,423 at 4% or $201,616 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-12$1,271,685$524,909$43,742iApproximate average salary by contribution assumption: employee only about $1,093,560 at 4% or $729,040 at 6%; with 50% employer match about $729,040 at 4% or $486,027 at 6%; with 100% employer match about $546,780 at 4% or $364,520 at 6%.
2014213$2,232,753$731,040$56,234iApproximate average salary by contribution assumption: employee only about $1,405,846 at 4% or $937,231 at 6%; with 50% employer match about $937,231 at 4% or $624,821 at 6%; with 100% employer match about $702,923 at 4% or $468,615 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-13$1,479,896$301,172$23,167iApproximate average salary by contribution assumption: employee only about $579,177 at 4% or $386,118 at 6%; with 50% employer match about $386,118 at 4% or $257,412 at 6%; with 100% employer match about $289,588 at 4% or $193,059 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-12$752,857$429,868$35,822iApproximate average salary by contribution assumption: employee only about $895,558 at 4% or $597,039 at 6%; with 50% employer match about $597,039 at 4% or $398,026 at 6%; with 100% employer match about $447,779 at 4% or $298,519 at 6%.
2013212$1,389,356$357,964$29,830iApproximate average salary by contribution assumption: employee only about $745,758 at 4% or $497,172 at 6%; with 50% employer match about $497,172 at 4% or $331,448 at 6%; with 100% employer match about $372,879 at 4% or $248,586 at 6%.
Leading Edge Investment Advisors LLC Custom 401(K) Plan-12$1,092,856$61,464$5,122iApproximate average salary by contribution assumption: employee only about $128,050 at 4% or $85,367 at 6%; with 50% employer match about $85,367 at 4% or $56,911 at 6%; with 100% employer match about $64,025 at 4% or $42,683 at 6%.
Leading Edge Investment Advisors LLC Retirement Plan-12$296,500$296,500$24,708iApproximate average salary by contribution assumption: employee only about $617,708 at 4% or $411,806 at 6%; with 50% employer match about $411,806 at 4% or $274,537 at 6%; with 100% employer match about $308,854 at 4% or $205,903 at 6%.