How big is The Leadership Conference Education Fund's plan?

The Leadership Conference Education Fund's plan reported $12.8M in assets and 85 participants for 2024.

Original filing (PDF)20250723151255NAL0004313361001

The Leadership Conference Education Fund

Name: The Leadership Conference Education Fund — Form 5500 Plan 002 (2024)
Creator: The Leadership Conference Education Fund
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Leadership Conference Education Fund 401(k) Plan

401(k) retirement plan · The Leadership Conference Education Fund's The Leadership Conference Education Fund 401(k) Plan held $12.8M in plan assets for 85 participants in 2024, with Principal as recordkeeper.

Active participants

Accounts w/ balance

162

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.8M

People on this filing

Kristen Booker signed The Leadership Conference Education Fund's 2024 Form 5500 as plan administrator.

Kristen Booker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Leadership Conference Education Fund's EIN is 23-7026895.

EIN 23-7026895

Plan number 002

Plan year 2024

ACK ID 20250723151255NAL0004313361001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Leadership Conference Education Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Leadership Conference Education Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LEADERSHIP CONFERENCE EDUCATION FUND.

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How this plan invests

This plan

5 pooled trusts

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

THE LEADERSHIP CONFERENCE EDUCATION FUND

EIN

all filings

Address

1620 L ST NW, STE 1100 · WASHINGTON, DC · 200365695

Phone

(202) 466-3434

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$41K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

Investments

30 direct securities · 5 pooled funds· $12.8M(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 Trusts

$11.0M

14 holdings

Pooled Separate Account

$1.2M

5 holdings

Mutual Funds

$470K

11 holdings

Bonds / Notes

$83K

1 holding

Other securities

$30K

2 holdings

U.S. Treasuries

$8K

1 holding

Common Stocks

$7K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$10.7M Vanguard$787K Eaton Vance / Calvert$38K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT	39-2018056	—	INVESTMENT ADVISORY	$0	—

					% of plan
Fidelity Management & Research Fidelity Frdm Idx 2045 Ins Pre N/A	Common Collective Trusts	—	—	$2.4M	18.8%
Fidelity Management & Research Fidelity Frdm Idx 2050 Ins Pre N/A	Common Collective Trusts	—	—	$1.5M	12.1%
Fidelity Management & Research Fidelity Frdm Idx 2035 Ins Pre N/A	Common Collective Trusts	—	—	$1.5M	11.4%
Fidelity Management & Research Fidelity Frdm Idx 2025 Ins Pre N/A	Common Collective Trusts	—	—	$1.2M	9.5%
Fidelity Management & Research Fidelity Frdm Idx 2055 Ins Pre N/A	Common Collective Trusts	—	—	$1.2M	9.3%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$995K	7.8%
Fidelity Management & Research Fidelity Frdm Idx 2030 Ins Pre N/A	Common Collective Trusts	—	—	$812K	6.3%
Fidelity Management & Research Fidelity Frdm Idx 2040 Ins Pre N/A	Common Collective Trusts	—	—	$594K	4.6%
Fidelity Management & Research Fidelity Frdm Idx Inc Ins Prem N/A	Common Collective Trusts	—	—	$573K	4.5%
Fidelity Management & Research Fidelity Frdm Idx 2060 Ins Pre N/A	Common Collective Trusts	—	—	$500K	3.9%
Vanguard Group Vanguard Growth Index Adm Fund N/A	Mutual Funds	—	—	$289K	2.3%
Vanguard Group Vanguard Sm Cap Val Idx Adm Fd N/A	Common Collective Trusts	—	—	$234K	1.8%
Fidelity Management & Research Fidelity Frdm Idx 2065 Ins Pre N/A	Common Collective Trusts	—	—	$194K	1.5%
Fidelity Management & Research Fidelity Frdm Idx 2020 Ins Pre N/A	Common Collective Trusts	—	—	$169K	1.3%
PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121	Pooled Separate Account	—	—	$112K	0.9%
Participant loans with interest rates ranging * Participants from 3.50% to 9.50% -0-	Bonds / Notes	—	—	$83K	0.7%
Vanguard Group Vanguard Emg Mk Stk Idx Adm Fd N/A	Common Collective Trusts	—	—	$69K	0.5%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$61K	0.5%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$55K	0.4%
Vanguard Group Vanguard Hi-Yld Corp Adm Fund N/A	Mutual Funds	—	—	$48K	0.4%
Vanguard Group Vanguard RE Index Adm Fund N/A	Mutual Funds	—	—	$35K	0.3%
Vanguard Group Vanguard Value Index Adm Fund N/A	Mutual Funds	—	—	$32K	0.2%
Calvert Asset Management Calvert Equity R6 Fund N/A	Other securities	—	—	$23K	0.2%
Vanguard Group Vanguard Long Trm Trea Indx Adm N/A	Mutual Funds	—	—	$19K	0.1%
Vanguard Group Vgd Infl-Prot Sec Adm Fund N/A	Mutual Funds	—	—	$16K	0.1%
Vanguard Group Vanguard Balncd Index Admrl Fd N/A	Mutual Funds	—	—	$16K	0.1%
Vanguard Group Vanguard Sm Cap Gr Idx Adm Fd N/A	Common Collective Trusts	—	—	$14K	0.1%
Calvert Asset Management Calvert Bond R6 Fund N/A	U.S. Treasuries	—	—	$8K	<0.1%
Principal Trust Company Prin Fixed Inc Guar Option N/A	Common Stocks	—	—	$7K	<0.1%
Calvert Asset Management Calvert Balances R6 Fund N/A	Other securities	—	—	$7K	<0.1%
Vanguard Group Vgd LT Inv-Grade Bond Adm Fund N/A	Mutual Funds	—	—	$7K	<0.1%
Vanguard Group Vanguard MidCp Grth Ind Adm Fd N/A	Mutual Funds	—	—	$4K	<0.1%
Vanguard Group Vanguard MidCp Val Ind Adm Fd N/A	Mutual Funds	—	—	$3K	<0.1%
Vanguard Group Vangd Ttl Intl Bond Indx Adm Fund N/A	Mutual Funds	—	—	$1K	<0.1%
PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118	Pooled Separate Account	—	—	$0	<0.1%

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