Sherrie Newman signed Leadingagile, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leadingagile, L.L.C.'s EIN is 27-3116104.
Download the official 2024 Form 5500 (PDF) for Leadingagile, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leadingagile, L.L.C.'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 |
|---|---|---|---|---|---|
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust T. Rowe Price 2040 Trust R1 | Other securities | — | — | $920K | 14.2% | |
| Great Gray Trust T. Rowe Price 2035 Trust R1 | Other securities | — | — | $889K | 13.8% | |
| Great Gray Trust T. Rowe Price 2030 Trust R1 | Other securities | — | — | $886K | 13.7% | |
| Great Gray Trust T. Rowe Price 2050 Trust R1 | Other securities | — | — | $774K | 12.0% | |
| Great Gray Trust T. Rowe Price 2060 Trust R1 | Other securities | — | — | $474K | 7.3% | |
| Great Gray Trust T. Rowe Price 2045 Trust R1 | Other securities | — | — | $470K | 7.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $353K | 5.5% | |
| Great Gray Trust T. Rowe Price 2025 Trust R1 | Other securities | — | — | $240K | 3.7% | |
| Great Gray Trust Company, LLC Large Cap Growth Fund II Share Class R1 | Common Stocks | — | — | $206K | 3.2% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $171K | 2.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $156K | 2.4% | |
| T. Rowe Price Government Money Inv. | Other securities | — | — | $150K | 2.3% | |
| Great Gray Trust T. Rowe Price 2055 Trust R1 | Other securities | — | — | $114K | 1.8% | |
| Great Gray Trust T. Rowe Price 2065 Trust R1 | Other securities | — | — | $84K | 1.3% | |
| Participant loans | Participant loans | — | — | $70K | 1.1% | |
| MFS Mid-Cap Value Fund R4 | Mutual Funds | — | — | $65K | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $61K | 0.9% | |
| JP Morgan Equity Income Fund I | Other securities | — | — | $60K | 0.9% | |
| JP Morgan Small Cap Growth R6 | Other securities | — | — | $53K | 0.8% | |
| Macquarie Systematic Emerg Markets EQ R6 | Other securities | — | — | $46K | 0.7% | |
| T. Rowe Price Health Sciences Inv. | Other securities | — | — | $38K | 0.6% | |
| Fidelity Capital & Income Fund | Mutual Funds | — | — | $37K | 0.6% | |
| Fidelity Mid-Cap Index | Mutual Funds | — | — | $30K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $29K | 0.5% | |
| T. Rowe Price Ultra-Short-Term Bond Inv. | Other securities | — | — | $23K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $15K | 0.2% | |
| JP Morgan Mid-Cap Growth R6 | Other securities | — | — | $13K | 0.2% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $12K | 0.2% | |
| Great Gray Trust T. Rowe Price 2020 Trust R1 | Other securities | — | — | $11K | 0.2% | |
| Great Gray Trust T. Rowe Price 2005 Trust R1 | Other securities | — | — | $11K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| IVY INVESTMENTS |
| — |
| KANSAS CITY, MO |
| NONE |
| $0 |
| — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
