Wendy Lichtenstein signed Leading Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leading Solutions LLC's EIN is 26-0188418.
Download the official 2024 Form 5500 (PDF) for Leading Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leading Solutions 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $305 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $409K | 21.7% | |
| AllianceBernstein AB Large Cap Growth Z | Other securities | — | — | $376K | 19.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $151K | 8.0% | |
| GREAT GRAY TRUST AMERICAN FUND 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $124K | 6.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $112K | 5.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $95K | 5.1% | |
| GREAT GRAY TRUST AMERICAN FUND 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $92K | 4.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $92K | 4.9% | |
| GREAT GRAY TRUST AMERICAN FUND 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $90K | 4.8% | |
| GREAT GRAY TRUST AMERICAN FUND 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $68K | 3.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $62K | 3.3% | |
| Fully Benefit-Responsive Investment Contracts * Empower Capital Management, LLC EI Fixed Account - Series Class I | Other securities | — | — | $51K | 2.7% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $49K | 2.6% | |
| GREAT GRAY TRUST AMERICAN FUND 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $36K | 1.9% | |
| Franklin Templeton Investments Putnam Large Cap Value R6 959 * Participant Loans*** Various interest rates ranging from 5% to 9.5% | Mutual Funds | — | — | $17K | 0.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $17K | 0.9% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $10K | 0.5% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $9K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $7K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $5K | 0.3% | |
| AMI INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $4K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUND 2015 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $3K | 0.1% | |
| Hartford Mutual Funds Hartford International Opportunities R6 | Other securities | — | — | $2K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
