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Original filing (PDF)20251030153723NAL0003311056001
LEADING SOLUTIONS LLC
Form 5500
FILING_RECEIVED
LEADING SOLUTIONS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
114
Accounts w/ balance
191
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
How this plan invests
This plan
18 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADING SOLUTIONS LLC.
Plan sponsor
Name
LEADING SOLUTIONS LLC
EIN
26-0188418
Address
3371 WEST VINE STREET, SUITE 201 · KISSIMMEE, FL · 34741
Phone
(407) 201-5727
Industry
Professional & Technical Servicessee all
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
2025-10-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $305 | — |
Investments
7 direct securities · 18 pooled funds· $1.9M(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 Trust
$1.0M
18 holdings
Uncategorized
$871K
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Fidelity Investments Fidelity 500 Index | — | — | — | $409K | 21.7% | |
| AllianceBernstein AB Large Cap Growth Z | — | — | — | $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 | — | — | — | $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% | — | — | — | $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 | — | — | — | $9K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $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 | — | — | — | $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% |
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