Kyle W Johnson signed Leonard's Express, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leonard's Express, Inc.'s EIN is 16-1595778.
Download the official 2024 Form 5500 (PDF) for Leonard's Express, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leonard's Express, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $101K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | ADVISOR | $52K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Lg Cap Gr R6 | Other securities | — | — | $4.2M | 13.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.8M | 12.8% | |
| JPMorgan Eq Inc R6 | Common Stocks | — | — | $3.5M | 11.7% | |
| MFS Intl Diversification R6 | Mutual Funds | — | — | $2.0M | 6.7% | |
| Fidelity Intl Index | Mutual Funds | — | — | $1.8M | 5.9% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $1.5M | 5.0% | |
| Victory Core Plus Intermed Bd R6 | Other securities | — | — | $1.2M | 3.9% | |
| American Funds American Fds American Hi Inc Tr R6 | Mutual Funds | — | — | $1.2M | 3.9% | |
| PIMCO Inc Instl | Mutual Funds | — | — | $1.2M | 3.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.1M | 3.7% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $1.1M | 3.6% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | Common Stocks | — | — | $1.1M | 3.6% | |
| Fidelity US Bd Index | Mutual Funds | — | — | $1.1M | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $860K | 2.9% | |
| AB Small Cap Gr Z | Other securities | — | — | $846K | 2.8% | |
| Fidelity Adv Small Cap Val I | Mutual Funds | — | — | $840K | 2.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $749K | 2.5% | |
| Blackrock Mid Cap Gr Eq K | Other securities | — | — | $728K | 2.4% | |
| John Hancock JHancock3 Disciplined Val Md cp R6 | Other securities | — | — | $699K | 2.3% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z | Other securities | — | — | $559K | 1.9% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVIE KAPLAN CPA | — | — | AUDITOR | $9K | — |
