How big is Leiss Tool & Die Co.'s plan?

Leiss Tool & Die Co.'s plan reported $14.3M in assets and 97 participants for 2024.

Original filing (PDF)20251010095201NAL0007896753001

Leiss Tool & Die Co.

Name: Leiss Tool & Die Co. — Leiss Tool & Die 401(k), Form 5500 (2024)
Creator: Leiss Tool & Die Co.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Leiss Tool & Die 401(k) Profit Sharing Plan

401(k) retirement plan · Leiss Tool & Die Co.'s Leiss Tool & Die 401(k) Profit Sharing Plan held $14.3M in plan assets for 97 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

46% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$14.3M

Net assets (EOY)

$14.3M

People on this filing

Daniel Leiss signed Leiss Tool & Die Co.'s 2024 Form 5500 as plan administrator.

Daniel Leiss — 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

Leiss Tool & Die Co.'s EIN is 25-1297626.

EIN 25-1297626

Plan number 001

Plan year 2024

ACK ID 20251010095201NAL0007896753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leiss Tool & Die Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leiss Tool & Die Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

20 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

LEISS TOOL & DIE CO.

EIN

all filings

Address

801 N. PLEASANT AVENUE · SOMERSET, PA · 15501

Phone

(814) 445-3400

Industry

Manufacturing

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$13K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK AMG OPS FEE GROUP	—	CLEVELAND, OH	NONE	$25K	—

Investments

20 direct securities· $14.2M(99% of reported assets)

Mutual Funds

$10.6M

7 holdings

Other securities

$2.2M

12 holdings

Common Collective Trusts

$1.4M

1 holding

					% of plan
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$6.5M	45.3%
MFS Value R6 MFS 0	Mutual Funds	—	—	$1.5M	10.4%
Vanguard 500 Index Adm Vanguard 0	Common Collective Trusts	—	—	$1.4M	10.1%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$1.0M	7.3%
Vanguard Growth Index Adm Vanguard 0	Mutual Funds	—	—	$803K	5.6%
American Century Strat Allc: Mod R6 American Century 0	Other securities	—	—	$546K	3.8%
Victory Pioneer Bond R6 Victory 0	Other securities	—	—	$514K	3.6%
Janus Henderson Enterprise N Janus Henderson 0	Mutual Funds	—	—	$398K	2.8%
Vanguard Total Intl Stock Index Adm Vanguard 0	Mutual Funds	—	—	$298K	2.1%
American Beacon Small Cap Value R5 American Beacon 0	Other securities	—	—	$275K	1.9%
American Century One Choice 2035 R6 American Century 0	Other securities	—	—	$230K	1.6%
American Century One Choice 2045 R6 American Century 0	Other securities	—	—	$212K	1.5%
American Century One Choice 2025 R6 American Century 0	Other securities	—	—	$184K	1.3%
Invesco Small Cap Growth R6 Invesco 0	Mutual Funds	—	—	$104K	0.7%
Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$75K	0.5%
American Century Strat Allc: Agrsv R6 American Century 0	Other securities	—	—	$48K	0.3%
American Century One Choice In Ret R6 American Century 0	Other securities	—	—	$24K	0.2%
American Century Strat Allc: Cnsrv R6 American Century 0	Other securities	—	—	$23K	0.2%
American Century One Choice 2065 R6 American Century 0	Other securities	—	—	$13K	<0.1%
American Century One Choice 2055 R6 American Century 0	Other securities	—	—	$11K	<0.1%