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Original filing (PDF)20250730140012NAL0008376818001
LEADINGAGILE, L.L.C.
Form 5500
FILING_RECEIVED
LEADINGAGILE, L.L.C. 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
85
Accounts w/ balance
105
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADINGAGILE, L.L.C..
Plan sponsor
Name
LEADINGAGILE, L.L.C.
EIN
27-3116104
Address
2180 SATELLITE BLVD STE 400 · DULUTH, GA · 300974927
Phone
(813) 495-3699
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
2025-07-30
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $33K | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| IVY INVESTMENTS | — | KANSAS CITY, MO | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
Investments
30 direct securities· $6.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust T. Rowe Price 2040 Trust R1 | — | — | — | $920K | 14.2% | |
| Great Gray Trust T. Rowe Price 2035 Trust R1 | — | — | — | $889K | 13.8% | |
| Great Gray Trust T. Rowe Price 2030 Trust R1 | — | — | — | $886K | 13.7% | |
| Great Gray Trust T. Rowe Price 2050 Trust R1 | — | — | — | $774K | 12.0% | |
| Great Gray Trust T. Rowe Price 2060 Trust R1 | — | — | — | $474K | 7.3% | |
| Great Gray Trust T. Rowe Price 2045 Trust R1 | — | — | — | $470K | 7.3% | |
| Fidelity 500 Index | — | — | — | $353K | 5.5% | |
| Great Gray Trust T. Rowe Price 2025 Trust R1 | — | — | — | $240K | 3.7% | |
| Great Gray Trust Company, LLC Large Cap Growth Fund II Share Class R1 | — | — | — | $206K | 3.2% | |
| Franklin Small Cap Value R6 | — | — | — | $171K | 2.6% | |
| Fidelity US Bond Index Fund | — | — | — | $156K | 2.4% | |
| T. Rowe Price Government Money Inv. | — | — | — | $150K | 2.3% | |
| Great Gray Trust T. Rowe Price 2055 Trust R1 | — | — | — | $114K | 1.8% | |
| Great Gray Trust T. Rowe Price 2065 Trust R1 | — | — | — | $84K | 1.3% | |
| Participant loans | — | — | — | $70K | 1.1% | |
| MFS Mid-Cap Value Fund R4 | — | — | — | $65K | 1.0% | |
| Fidelity International Index | — | — | — | $61K | 0.9% | |
| JP Morgan Equity Income Fund I | — | — | — | $60K | 0.9% | |
| JP Morgan Small Cap Growth R6 | — | — | — | $53K | 0.8% | |
| Macquarie Systematic Emerg Markets EQ R6 | — | — | — | $46K | 0.7% | |
| T. Rowe Price Health Sciences Inv. | — | — | — | $38K | 0.6% | |
| Fidelity Capital & Income Fund | — | — | — | $37K | 0.6% | |
| Fidelity Mid-Cap Index | — | — | — | $30K | 0.5% | |
| Fidelity Small Cap Index | — | — | — | $29K | 0.5% | |
| T. Rowe Price Ultra-Short-Term Bond Inv. | — | — | — | $23K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $15K | 0.2% | |
| JP Morgan Mid-Cap Growth R6 | — | — | — | $13K | 0.2% | |
| Fidelity Advisor Total Bond I | — | — | — | $12K | 0.2% | |
| Great Gray Trust T. Rowe Price 2020 Trust R1 | — | — | — | $11K | 0.2% | |
| Great Gray Trust T. Rowe Price 2005 Trust R1 | — | — | — | $11K | 0.2% |
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