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Original filing (PDF)20250826152153NAL0008631633001
LEICA CAMERA INC.
Form 5500
FILING_RECEIVED
LEICA CAMERA INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
93
Accounts w/ balance
147
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
9 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEICA CAMERA INC..
Plan sponsor
Name
LEICA CAMERA INC.
EIN
22-3049921
Address
500 FRANK WEST BURR BOULEVARD, SUIT · TEANECK, NJ · 07666
Phone
(201) 962-9950
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RODL LANGFORD DE KOCK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $35K | — |
Investments
16 direct securities · 9 pooled funds· $9.0M(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.
Common Collective Trust
$3.8M
9 holdings
Uncategorized
$3.1M
14 holdings
Guaranteed Income / GIC
$1.1M
1 holding
Mutual Funds
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $1.3M | 14.6% | |
| Massachusetts Mutual Life * Insurance Company Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $1.1M | 12.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $1.0M | 11.2% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $816K | 9.1% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $625K | 6.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $611K | 6.8% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $578K | 6.4% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $527K | 5.8% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $510K | 5.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $435K | 4.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $364K | 4.0% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $192K | 2.1% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $152K | 1.7% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $105K | 1.2% | |
| MassMutual Mid Cap Growth I | — | — | — | $100K | 1.1% | |
| Loomis Sayles Funds Loomis Sayles Small Cap Growth N | — | — | — | $87K | 1.0% | |
| with maturity dates from 2025 to 2029 | — | — | — | $86K | 0.9% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $72K | 0.8% | |
| Allspring Global Investments Allspring Special Small Cap Value R6 | — | — | — | $68K | 0.8% | |
| Vanguard Target Retirement Income Inv | — | — | — | $59K | 0.7% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $53K | 0.6% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN FUNDS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $41K | 0.4% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $38K | 0.4% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $29K | 0.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $24K | 0.3% |
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