AJA Foote signed New Leaders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Leaders, Inc.'s EIN is 04-3519203.
Download the official 2024 Form 5500 (PDF) for New Leaders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Leaders, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $42K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.4M | 16.2% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $2.1M | 13.9% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $1.5M | 10.2% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $1.1M | 7.6% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $1.1M | 7.1% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $824K | 5.5% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $520K | 3.5% | |
| ISHARES MSCI EAFE INTL INDEX I | Registered Investment Companies | — | — | $473K | 3.2% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $444K | 3.0% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $431K | 2.9% | |
| JPM MID CAP VALUE R3 | Registered Investment Companies | — | — | $411K | 2.8% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $378K | 2.5% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $321K | 2.2% | |
| CLEARBRIDGE LARGE CAP GROWTH A | Registered Investment Companies | — | — | $306K | 2.1% | |
| JANUS HENDERSON TRITON A | Registered Investment Companies | — | — | $271K | 1.8% | |
| WESTERN ASSET CORE BOND - A | Registered Investment Companies | — | — | $265K | 1.8% | |
| FRANKLIN MUT GLB DISC - A | Registered Investment Companies | — | — | $262K | 1.8% | |
| MFS GOVERNMENT SECURITIES - A | Registered Investment Companies | — | — | $212K | 1.4% | |
| FRANKLIN HIGH INCOME FUND - A1 | Registered Investment Companies | — | — | $208K | 1.4% | |
| COLUMBIA MID CAP INDEX I3 | Registered Investment Companies | — | — | $194K | 1.3% | |
| BLACKROCK FEDFUND - CASH MGMT | Registered Investment Companies | — | — | $190K | 1.3% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $184K | 1.2% | |
| TRANSAMERICA INTL EQUITY A | Registered Investment Companies | — | — | $164K | 1.1% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $141K | 1.0% | |
| COLUMBIA DIV INC FD - A | Registered Investment Companies | — | — | $126K | 0.8% | |
| NYLI SHORT TERM BOND I | Registered Investment Companies | — | — | $93K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
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