How big is Leads, Inc.'s plan?

Leads, Inc.'s plan reported $4.0M in assets and 91 participants for 2024.

Original filing (PDF)20251008145720NAL0009656784001

Leads, Inc.

Name: Leads, Inc. — Leads 403(b) Pension Plan, Form 5500 (2024)
Creator: Leads, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Leads 403(b) Pension Plan

403(b) retirement plan · Leads, Inc.'s Leads 403(b) Pension Plan held $4.0M in plan assets for 91 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 2

58% in single holdingCorrective distributions issued

Active participants

Accounts w/ balance

210

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Nathan Keirns signed Leads, Inc.'s 2024 Form 5500 as plan administrator.

Nathan Keirns — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leads, Inc.'s EIN is 31-0718027.

EIN 31-0718027

Plan number 003

Plan year 2024

ACK ID 20251008145720NAL0009656784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leads, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leads, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEADS, INC.

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How this plan invests

This plan

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEADS, INC

EIN

all filings

Address

159 WILSON ST. · NEWARK, OH · 430554921

Phone

(740) 345-0114

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLARK, SCHAEFER, HACKETT & CO

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-1140070	—	SERVICE PROVIDER	$5K	—

Investments

49 direct securities· $4.0M(100% of reported assets)

Other securities

$2.4M

2 holdings

Pooled Separate Accounts

$1.6M

47 holdings

					% of plan
Lincoln Fixed Account Insurance contract	Other securities	—	—	$2.3M	58.0%
American Funds Growth Pooled separate account	Pooled Separate Accounts	—	—	$129K	3.2%
LVIP T. Rowe Price 2040 Fund Pooled separate account	Pooled Separate Accounts	—	—	$126K	3.1%
American Funds Growth-Income Pooled separate account	Pooled Separate Accounts	—	—	$104K	2.6%
LVIP Macquarie Social Awareness Pooled separate account	Pooled Separate Accounts	—	—	$91K	2.3%
LVIP Macquarie Mid Cap Value Fund Pooled separate account	Pooled Separate Accounts	—	—	$91K	2.3%
LVIP Global Growth Allocation Managed Risk Pooled separate account	Pooled Separate Accounts	—	—	$84K	2.1%
LVIP T. Rowe Price 2050 Fund Pooled separate account	Pooled Separate Accounts	—	—	$73K	1.8%
LVIP SSGA S&P 500 Index Pooled separate account	Pooled Separate Accounts	—	—	$69K	1.7%
LVIP JPMorgan Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$62K	1.5%
LVIP Dimensional U.S. Core Equity 1 Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.5%
LVIP Mondrian International Value Pooled separate account	Pooled Separate Accounts	—	—	$60K	1.5%
LVIP Macquarie SMID Cap Core Series Pooled separate account	Pooled Separate Accounts	—	—	$59K	1.5%
LVIP Macquarie Wealth Builder Fund Pooled separate account	Pooled Separate Accounts	—	—	$49K	1.2%
Fidelity VIP Freedom Target Date 2035 Pooled separate account	Pooled Separate Accounts	—	—	$48K	1.2%
LVIP T. Rowe Price 2030 Fund Pooled separate account	Pooled Separate Accounts	—	—	$41K	1.0%
LVIP Vanguard Domestic Equity ETF Pooled separate account	Pooled Separate Accounts	—	—	$38K	0.9%
LVIP Government Money Market Pooled separate account	Pooled Separate Accounts	—	—	$32K	0.8%
Fidelity VIP Contrafund Pooled separate account	Pooled Separate Accounts	—	—	$31K	0.8%
Fidelity VIP Freedom Target Date 2060 Pooled separate account	Pooled Separate Accounts	—	—	$30K	0.7%
LVIP Baron Growth Opportunities Pooled separate account	Pooled Separate Accounts	—	—	$29K	0.7%
LVIP Blended Large Cap Growth Managed Volatility Fund Pooled separate account	Pooled Separate Accounts	—	—	$28K	0.7%
Portion of contract deemed Plan Loans Insurance contract	Other securities	—	—	$27K	0.7%
Fidelity VIP Freedom Target Date 2055 Pooled separate account	Pooled Separate Accounts	—	—	$27K	0.7%
LVIP Macquarie High Yield Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.6%
LVIP Blackrock Dividend Value Managed Volatility Fund Pooled separate account	Pooled Separate Accounts	—	—	$25K	0.6%
LVIP SSGA Small-Cap Index Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.6%
LVIP T. Rowe Price 2020 Fund Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.6%
Fidelity VIP Freedom Target Date 2045 Pooled separate account	Pooled Separate Accounts	—	—	$24K	0.6%
MFS Utilities Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.5%
Macquarie VIP Small Cap Value Pooled separate account	Pooled Separate Accounts	—	—	$21K	0.5%
Fidelity VIP Freedom Target Date 2050 Pooled separate account	Pooled Separate Accounts	—	—	$18K	0.4%
LVIP Global Moderate Allocation Managed Risk Pooled separate account	Pooled Separate Accounts	—	—	$17K	0.4%
LVIP T. Rowe Price Structured Mid-Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$16K	0.4%
Fidelity VIP Freedom Target Date 2040 Pooled separate account	Pooled Separate Accounts	—	—	$14K	0.3%
LVIP SSGA Bond Index Pooled separate account	Pooled Separate Accounts	—	—	$12K	0.3%
LVIP Franklin Templeton MF Emerging Equity Fund Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.2%
LVIP Macquarie Diversified Income Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.2%
LVIP Macquarie U.S. REIT Fund Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.2%
LVIP Macquarie Value Series Pooled separate account	Pooled Separate Accounts	—	—	$6K	0.2%
Blackrock Global Allocation Pooled separate account	Pooled Separate Accounts	—	—	$4K	<0.1%
LVIP SSGA International Managed Volatility Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
LVIP T. Rowe Price Mid-Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
LVIP Vanguard International Equity ETF Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
LVIP Blackrock Inflation Protected Bond Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
LVIP Franklin Templeton Global Equity Managed Volatility Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
PIMCO VIT Total Return Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
American Funds International Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
LVIP Macquarie Diversified Floating Rate Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%