Leonard S. Fiore, Inc.'s EIN is 25-1182956.
Download the official 2024 Form 5500 (PDF) for Leonard S. Fiore, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leonard S. Fiore, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD & CO INCORPORATED | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.1M | 88.7% | |
| GREAT GRAY TRUST AF 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $4.0M | 15.3% | |
| GREAT GRAY TRUST AF 2030 GREAT GRAY · EIN 38-4126262 / PN 000 | Common Collective Trust | — | — | $3.1M | 12.1% | |
| GREAT GRAY TRUST AF 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $2.7M | 10.4% | |
| GREAT GRAY TRUST AF 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.1M | 8.0% | |
| GREAT GRAY TRUST AF 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.8M | 6.9% | |
| GREAT GRAY TRUST AF 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.7M | 6.7% | |
| GREAT GRAY TRUST AF 2025 GREAT GRAY · EIN 38-4126261 / PN 000 | Common Collective Trust | — | — | $1.7M | 6.4% | |
| GREAT GRAY TRUST AF 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.3M | 4.9% | |
| GREAT GRAY TRUST AF 2020 GREAT GRAY · EIN 38-4126260 / PN 000 | Common Collective Trust | — | — | $976K | 3.8% | |
| [Assets held in participant loans] | Other | — | — | $544K | 2.1% | |
| GREAT GRAY TRUST AF 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $173K | 0.7% | |
| GREAT GRAY TRUST AF 2010 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | — | $161K | 0.6% |
| ROBERT W BAIRD & CO INCORPORATED |
| — |
| MILWUAKEE, WI |
| INVESTMENT ADVISOR |
| — |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS INC | — | PITTSBURGH, PA | CONTRACT ADMIN | $17K | — |
