Jamie Jacobs signed Rochelle Leigh Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Rochelle Leigh Group LLC's EIN is 20-2428669.
Download the official 2024 Form 5500 (PDF) for Rochelle Leigh Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Rochelle Leigh Group LLC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBERROSE WEALTH MANAGEMENT, LLC | 02-2352658 | SHAWANO, WI | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 CIT R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $1.4M | 67.3% | |
| FLEXPATH INDEX MODERATE 2045 CIT R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $437K | 20.3% | |
| FLEXPATH INDEX MODERATE 2035 CIT R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $153K | 7.1% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $29K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $25K | 1.2% | |
| FLEXPATH INDEX MODERATE 2065 FUND WILMINGTON TRUST · EIN 20-2428669 / PN 001 | Common Collective Trust | — | — | $21K | 1.0% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $11K | 0.5% | |
| FLEXPATH INDEX MODERATE RETIREMENT WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $7K | 0.3% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $4K | 0.2% | |
| BLACKROCK EQUITY INDEX CIT 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3K | 0.1% | |
| Mid Cap Growth Fund II Class R1 | Other securities | — | — | $2K | 0.1% | |
| THE STANDARD STABLE ASSET II STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 690 | Common Collective Trust | — | — | $2K | <0.1% | |
| LARGE CAP VALUE CIT R1 WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1K | <0.1% | |
| International Equity Fund Fee Class R1 | Other securities | — | — | $1K | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1K | <0.1% | |
| Core Plus Bond Fund Fee Class R1 | Other securities | — | — | $957 | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX CIT 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $906 | <0.1% | |
| Small Cap Growth Fund II Fee Class R1 | Other securities | — | — | $514 | <0.1% | |
| Mid Cap Value Fund Fee Class R1 | Other securities | — | — | $490 | <0.1% | |
| BLACKROCK US DEBT INDEX CIT 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $478 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
