Raymond POON signed Leandata, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leandata, Inc.'s EIN is 35-2444407.
Download the official 2024 Form 5500 (PDF) for Leandata, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leandata, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.5M | 23.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 16.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 11.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 11.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 9.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $539K | 5.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $395K | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $382K | 3.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $300K | 2.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $289K | 2.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $263K | 2.5% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $191K | 1.8% | |
| AMERFUNDS 2010 TARG DATERET R6 221 REGISTERED INVESTMENT COMPANY VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $107K | 1.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $99K | 0.9% | |
| DFA INFLATION PROT SEC INST 169 REGISTERED INVESTMENT COMPANY AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $64K | 0.6% | |
| FIDELITY CAPITAL & INCOME | Registered Investment Companies | — | — | $58K | 0.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $36K | 0.3% | |
| ROYCE SMALLCAP OPPORTUNITY INS | Registered Investment Companies | — | — | $27K | 0.3% | |
| AMC LARGE CAP EQUITY R5 | Registered Investment Companies | — | — | $25K | 0.2% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $22K | 0.2% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| PIMCO INTL BOND USD HDGD I 950 REGISTERED INVESTMENT COMPANY MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $16K | 0.1% | |
| PIMCO INCOME FUND - INSTL 945 REGISTERED INVESTMENT COMPANY FIDELITY OVERSEAS FUND K | Registered Investment Companies | — | — | $11K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $7K | <0.1% | |
| AC GLOBAL SMALL CAP R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
