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Original filing (PDF)20250801051951NAL0006884929001
LEANDATA, INC.
Form 5500
FILING_RECEIVED
LEANDATA INC 401(K) PLAN
401(k) retirement plan
Active participants
157
Accounts w/ balance
286
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEANDATA, INC..
Plan sponsor
Name
LEANDATA, INC.
EIN
35-2444407
Address
2901 PATRICK HENRY DRIVE · SANTA CLARA, CA · 95054
Phone
(510) 449-4158
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-01
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
MILLER KALPAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
28 direct securities · 1 pooled fund· $10.6M(100% of reported assets)
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.
Registered Investment Companies
$10.6M
28 holdings
Common Collective Trust
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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