Jennifer Mauche signed Leo, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leo, Inc.'s EIN is 04-2378885.
Download the official 2024 Form 5500 (PDF) for Leo, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leo, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allspring Core Plus Bond R6 Mutual fund | Other securities | — | — | $573K | 9.7% | |
| General Prin Fixed Inc Guar Option Guaranteed investment contract | Stable Value | — | — | $475K | 8.0% | |
| Prin Short-Term Income Inst Fd Mutual fund | Other securities | — | — | $418K | 7.1% | |
| Lord Abbett Sht Drtn Inc R6 Fd Mutual fund | Mutual Funds | — | — | $417K | 7.1% | |
| Participant Loans Notes with interest rates ranging | Participant loans | — | — | $301K | 5.1% | |
| JP Morgan US Value R6 Fund Mutual fund | Other securities | — | — | $269K | 4.6% | |
| Hartford Dvdnd and Grwth R6 Fd Mutual fund | Other securities | — | — | $269K | 4.6% | |
| Fidelity Adv Eq Growth Z Fund Mutual fund | Mutual Funds | — | — | $246K | 4.2% | |
| MFS Growth R6 Fund Mutual fund | Mutual Funds | — | — | $246K | 4.2% | |
| Morgan Stanley Inst Int Adv I Mutual fund | Other securities | — | — | $238K | 4.0% | |
| PIMCO Income Institutional Fd Mutual fund | Mutual Funds | — | — | $230K | 3.9% | |
| Vanguard L-T Treasury Adm Fd Mutual fund | Mutual Funds | — | — | $226K | 3.8% | |
| PIMCO StocksPLUS Intl I Fund Mutual fund | Mutual Funds | — | — | $224K | 3.8% | |
| Vanguard 500 Index Admiral Fd Mutual fund | Common Collective Trusts | — | — | $224K | 3.8% | |
| Hartford Int’l Value R6 Fund Mutual fund | Other securities | — | — | $221K | 3.7% | |
| Amer Century Emerg Mkts R6 Fd Mutual fund | Other securities | — | — | $219K | 3.7% | |
| Vanguard Mid Cap Index Adm Fd Mutual fund | Mutual Funds | — | — | $173K | 2.9% | |
| Vanguard Sm Cap Index Adm Fund Mutual fund | Mutual Funds | — | — | $171K | 2.9% | |
| Amer Beacon SmCap Val R5 Fd Mutual fund | Other securities | — | — | $146K | 2.5% | |
| Allspring Spec M Cap Val Inst Mutual fund | Other securities | — | — | $145K | 2.5% | |
| Principal Cap App Inst Fund Mutual fund | Other securities | — | — | $143K | 2.4% | |
| PIMCO Intl Bond (USD-Hdg) I Fd Mutual fund | Mutual Funds | — | — | $116K | 2.0% | |
| Carillon Eagle MidCaGwth R6 Fd Mutual fund | Other securities | — | — | $106K | 1.8% | |
| Fidelity Adv Small Cap Gr Z Fd Mutual fund | Mutual Funds | — | — | $104K | 1.8% | |
| (E) | Other securities | — | — | $9K | 0.1% | |
| Vanguard Wellesley Inc Adm Fd Mutual fund | Mutual Funds | — | — | $9K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
