Kristin Padden signed Visual Lease, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Visual Lease, LLC's EIN is 22-3468118.
Download the official 2024 Form 5500 (PDF) for Visual Lease, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Visual Lease, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LG CP S&P 500 R5 | Registered Investment Companies | — | — | $3.0M | 15.2% | |
| NYL ANCHOR ACCOUNT 35 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.9M | 9.5% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $1.6M | 8.1% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $1.5M | 7.7% | |
| ALS SHORT-TERM BOND PLUS A | Registered Investment Companies | — | — | $1.3M | 6.8% | |
| STATE ST AGGREGATE BOND A | Registered Investment Companies | — | — | $1.2M | 6.1% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $1.0M | 5.2% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $1.0M | 5.1% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $740K | 3.8% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $651K | 3.3% | |
| HARTFORD CORE EQUITY R4 | Registered Investment Companies | — | — | $620K | 3.2% | |
| COLUMBIA SM CAP IDX A | Registered Investment Companies | — | — | $605K | 3.1% | |
| T ROWE DIVIDEND GRTH ADV | Registered Investment Companies | — | — | $594K | 3.0% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $497K | 2.5% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $426K | 2.2% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $425K | 2.2% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $366K | 1.9% | |
| PIMCO RAE EMKTS A | Registered Investment Companies | — | — | $363K | 1.9% | |
| WASATCH ULTRA GROWTH INV | Registered Investment Companies | — | — | $323K | 1.6% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $265K | 1.4% | |
| BARON ASSET FUND | Registered Investment Companies | — | — | $252K | 1.3% | |
| ALLSPRING CORE PLUS BOND ADMIN | Registered Investment Companies | — | — | $251K | 1.3% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $218K | 1.1% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $122K | 0.6% | |
| NYLI MACKAY HY CORP BOND INV | Registered Investment Companies | — | — | $121K | 0.6% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $117K | 0.6% | |
| BNY MELLON NATURAL RESOURCES I | Registered Investment Companies | — | — | $113K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
| MESIROW FINANCIAL INVESTMENT MANAGE | 36-3429599 | — | INVESTMENT/FINANCIAL ADVI | $0 | — |
