Nathan Leonhard signed Specialized Alternatives' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Specialized Alternatives' EIN is 34-1600251.
Download the official 2024 Form 5500 (PDF) for Specialized Alternatives from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Specialized Alternatives' 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP, INC | 31-1440043 | — | INVESTMENT/FINANCIAL ADVI | $43K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $3.0M | 14.2% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $2.9M | 13.7% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.8M | 13.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.7M | 12.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $2.1M | 10.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.6M | 7.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.5M | 7.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $900K | 4.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $729K | 3.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $483K | 2.3% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $448K | 2.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $427K | 2.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $248K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $207K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $190K | 0.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $81K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $77K | 0.4% | |
| GGT EUROPACIFIC GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $73K | 0.3% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $66K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $53K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $39K | 0.2% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $33K | 0.2% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $12K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $6K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| CORE PLUS BOND II - R1 WILMINGTON TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
