Michael Amerman signed Leadingage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leadingage, Inc.'s EIN is 13-6213525.
Download the official 2024 Form 5500 (PDF) for Leadingage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leadingage, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $850 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF | Mutual Funds | — | — | $5.1M | 12.4% | |
| TIAA-CREF | Mutual Funds | — | — | $4.1M | 10.0% | |
| TIAA-CREF | Mutual Funds | — | — | $3.6M | 8.7% | |
| TIAA-CREF | Mutual Funds | — | — | $2.4M | 5.9% | |
| TIAA-CREF | Mutual Funds | — | — | $2.4M | 5.8% | |
| TIAA-CREF | Mutual Funds | — | — | $2.3M | 5.5% | |
| TIAA-CREF | Mutual Funds | — | — | $2.1M | 5.2% | |
| TIAA-CREF | Mutual Funds | — | — | $1.8M | 4.4% | |
| TIAA-CREF | Mutual Funds | — | — | $1.8M | 4.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.7M | 4.1% | |
| TIAA-CREF | Mutual Funds | — | — | $1.3M | 3.3% | |
| TIAA-CREF | Mutual Funds | — | — | $1.3M | 3.1% | |
| TIAA-CREF | Mutual Funds | — | — | $992K | 2.4% | |
| TIAA-CREF | Mutual Funds | — | — | $819K | 2.0% | |
| Charles Schwab | Mutual Funds | — | — | $716K | 1.7% | |
| TIAA-CREF | Mutual Funds | — | — | $490K | 1.2% | |
| TIAA-CREF | Mutual Funds | — | — | $478K | 1.2% | |
| TIAA-CREF | Mutual Funds | — | — | $465K | 1.1% | |
| J.P. Morgan | Other securities | — | — | $393K | 1.0% | |
| Charles Schwab | Mutual Funds | — | — | $364K | 0.9% | |
| MetLife | Other securities | — | — | $349K | 0.8% | |
| TIAA-CREF | Mutual Funds | — | — | $309K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $299K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $297K | 0.7% | |
| Metlife | Other securities | — | — | $286K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $269K | 0.7% | |
| TIAA-CREF | Mutual Funds | — | — | $267K | 0.6% | |
| TIAA-CREF | Mutual Funds | — | — | $240K | 0.6% | |
| Cohen & Steers | Other securities | — | — | $239K | 0.6% | |
| MetLife | Other securities | — | — | $239K | 0.6% | |
| TIAA-CREF | Mutual Funds | — | — | $220K | 0.5% | |
| MFS International | Mutual Funds | — | — | $216K | 0.5% | |
| TIAA-CREF | Mutual Funds | — | — | $181K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $174K | 0.4% | |
| Charles Schwab | Mutual Funds | — | — | $173K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $167K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $160K | 0.4% | |
| TIAA-CREF | Mutual Funds | — | — | $159K | 0.4% | |
| J.P. Morgan | Other securities | — | — | $136K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $133K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $129K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $122K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $121K | 0.3% | |
| MetLife | Other securities | — | — | $120K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $116K | 0.3% | |
| PGIM | Other securities | — | — | $104K | 0.3% | |
| TIAA-CREF | Mutual Funds | — | — | $98K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $94K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $81K | 0.2% | |
| TIAA-CREF | Mutual Funds | — | — | $80K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
