Back to filter
Original filing (PDF)20251001171250NAL0016435632001
LEEWARD MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
LEEWARD MANAGEMENT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
365
Accounts w/ balance
438
Plan assets (EOY)
$35.9M
Net assets (EOY)
$35.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST" is 100% of plan.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEEWARD MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
LEEWARD MANAGEMENT SERVICES, LLC
EIN
27-0816762
Address
6688 NORTH CENTRAL EXPWY · SUITE 500 · DALLAS, TX · 75206
Phone
(214) 515-1132
Industry
Finance & Insurancesee 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
2025-10-01
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
DOWNEY AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
Investments
1 direct security · 1 pooled fund· $497K(1% 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.
Uncategorized
$249K
1 holding
Common Collective Trust
$249K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS STABLE VALUE COLLECTIVE TRUST | — | — | $273K | $249K | 0.7% | |
| GS STABLE VAL INSTS GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $249K | 0.7% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Finance & Insurance plans
BRECKINRIDGE CAPITAL ADVISORS, INC.
BRECKINRIDGE CAPITAL ADVISORS, INC. 401(K) PLAN
$36.0M · 98 participants
WHITEBOX ADVISORS, LLC
WHITEBOX ADVISORS, LLC 401(K) PLAN
$35.9M · 57 participants
PLANMEMBER SERVICES CORPORATION
PLANMEMBER SERVICES CORPORATION 401(K) PLAN
$35.9M · 196 participants
FENIMORE ASSET MANAGEMENT, INC.
FENIMORE ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN & TRUST
$36.2M · 43 participants
MAKENA CAPITAL MANAGEMENT, LLC
MAKENA 401(K) PLAN
$35.7M · 79 participants
PAAMCO PRISMA, LLC
PAAMCO PRISMA 401K PLAN
$35.7M · 39 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants