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Original filing (PDF)20251010083220NAL0007377841001
LEATHERSTOCKING CORPORATION
Form 5500
FILING_RECEIVED
LEATHERSTOCKING CORPORATION PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
149
Accounts w/ balance
193
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "S T. Rowe Price Retirement 2030" is 27% of plan.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEATHERSTOCKING CORPORATION.
Plan sponsor
Name
LEATHERSTOCKING CORPORATION
EIN
13-5555342
Address
ONE ROCKEFELLER PLZ · 31ST FLR. · NEW YORK, NY · 100202102
Phone
(212) 977-6900
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$297 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
26 direct securities · 1 pooled fund· $12.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.2M
24 holdings
Mutual Funds
$3.1M
1 holding
Common Collective Trusts
$358K
1 holding
Common Collective Trust
$358K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S T. Rowe Price Retirement 2030 | Mutual Funds | — | $121K | $3.1M | 26.7% | |
| T. Rowe Price Retirement 2040 | — | — | $67K | $2.0M | 17.5% | |
| T. Rowe Price Retirement 2020 | — | — | $82K | $1.5M | 13.2% | |
| T. Rowe Price Retirement 2050 | — | — | $64K | $1.2M | 10.5% | |
| T. Rowe Price Retirement 2010 | — | — | $66K | $1.0M | 8.7% | |
| MFS Value R6 812 Vanguard Sm Cap Isx Adm 208 * Fidelity Contrafund K6 | — | — | $18K | $549K | 4.7% | |
| Vanguard 500 Index Admiral 789 | — | — | — | $428K | 3.7% | |
| Shares * Fidelity Managed Income Portfolio Class 2 | Common Collective Trusts | — | $380K | $358K | 3.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $358K | 3.1% | |
| Dodge & Cox Income | — | — | $19K | $234K | 2.0% | |
| Fidelity Government Money Market Fund K6 757 Vanguard Mid Cap Index Admiral 644 | — | — | — | $210K | 1.8% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | $4K | $137K | 1.2% | |
| Vanguard Total Intl Stock AD | — | — | $4K | $134K | 1.2% | |
| American Funds Europacific Growth R6 | — | — | $2K | $117K | 1.0% | |
| T. Rowe Price Retirement 2055 | — | — | $5K | $100K | 0.9% | |
| Macquarie Mid Cap Growth R6 259 Macquarie Small Cap Value R6 | — | — | $1K | $88K | 0.8% | |
| T. Rowe Price Retirement 2060 | — | — | $4K | $74K | 0.6% | |
| T. Rowe Price Retirement 2025 | — | — | $4K | $62K | 0.5% | |
| Vanguard Total Stock Mkt Idx Adm 376 | — | — | — | $53K | 0.5% | |
| T. Rowe Price Retirement 2045 | — | — | $2K | $51K | 0.4% | |
| T. Rowe Price Retirement 2035 | — | — | $2K | $46K | 0.4% | |
| American Funds Capital World G&I R6 641 | — | — | — | $41K | 0.4% | |
| Pioneer Strategic Income Fund Class K | — | — | $3K | $26K | 0.2% | |
| T. Rowe Price Retirement 2065 684 | — | — | — | $9K | <0.1% | |
| PIMCO Real RTN BD AD 507 | — | — | — | $5K | <0.1% | |
| maturity through 2027 | — | — | — | $5K | <0.1% | |
| T. Rowe Price Retirement 2015 368 | — | — | — | $5K | <0.1% |
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