Julie Saunders signed Project LEAD the Way Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Project LEAD the Way Inc.'s EIN is 36-4802935.
Download the official 2024 Form 5500 (PDF) for Project LEAD the Way Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Project LEAD the Way Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROCOURSE FIDUCIARY ADVISORS | 45-5291215 | — | NONE | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $39.3M | 95.9% | |
| American Funds 2045 Target Date Retirement Account 2,703,081 units | Mutual Funds | — | $2.7M | $5.5M | 13.5% | |
| American Funds 2055 Target Date Retirement Account 2,671,295 units | Mutual Funds | — | $2.7M | $5.5M | 13.4% | |
| AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $5.0M | 12.2% | |
| American Funds 2040 Target Date Retirement Account 2,072,850 units | Mutual Funds | — | $2.1M | $4.2M | 10.2% | |
| American Funds 2050 Target Date Retirement Account 1,839,425 units | Mutual Funds | — | $1.8M | $3.8M | 9.3% | |
| Fidelity 500 Index Account 1,746,002 units | Common Collective Trusts | — | $1.7M | $3.7M | 9.0% | |
| Fidelity Large Cap Growth Index Account 1,232,476 units | Mutual Funds | — | $1.2M | $2.0M | 4.8% | |
| American Funds 2030 Target Date Retirement Account 910,131 units | Mutual Funds | — | $910K | $1.6M | 3.9% | |
| American Funds 2060 Target Date Retirement Account 515,678 units | Mutual Funds | — | $516K | $1.1M | 2.6% | |
| Vanguard Equity-Income Admiral Account 483,349 units | Mutual Funds | — | $483K | $990K | 2.4% | |
| American Funds 2025 Target Date Retirement Account 577,061 units | Mutual Funds | — | $577K | $924K | 2.3% | |
| Vanguard Small Cap Index Account 455,680 units | Mutual Funds | — | $456K | $844K | 2.1% | |
| Vanguard FTSE Social Index Admiral Account 384,808 units | Mutual Funds | — | $385K | $801K | 2.0% | |
| Fidelity Advance Total Bond 630,166 units | Mutual Funds | — | $630K | $667K | 1.6% | |
| American Funds 2020 Target Date Retirement Account 307,429 units | Mutual Funds | — | $307K | $463K | 1.1% | |
| Maturing April 2025 to June 2048 | Other securities | — | — | $459K | 1.1% | |
| AUL Stable Value Account 1.50% | Stable Value | — | — | $445K | 1.1% | |
| AUL Pooled Separate Accounts American Century Mid-Cap Value Account 244,903 units | Pooled Separate Accounts | — | $245K | $399K | 1.0% | |
| Vanguard Mid Cap Index Admiral Account 196,812 units | Mutual Funds | — | $197K | $395K | 1.0% | |
| American Funds EuroPacific Growth Account 194,063 units | Mutual Funds | — | $194K | $299K | 0.7% | |
| American Funds New World Account 136,056 units | Mutual Funds | — | $136K | $235K | 0.6% | |
| Vangaurd Explorer Admiral 104,559 units | Other securities | — | $105K | $226K | 0.6% | |
| Cohen Steers Real Estate Securities Z Account 137,874 units | Other securities | — | $138K | $194K | 0.5% | |
| American Funds 2065 Target Date Retirement Account 128,059 units | Mutual Funds | — | $128K | $181K | 0.4% | |
| PIMCO Income Institutional Account 131,322 units | Mutual Funds | — | $131K | $163K | 0.4% | |
| BlackRock Mid-Cap Growth Equity Account 67,728 units | Other securities | — | $68K | $132K | 0.3% | |
| Social Choice 314 shares | Other securities | — | — | $113K | 0.3% | |
| TIAA Traditional Annuity Account TIAA Traditional Nonbenefit-Responsive 6.50% | Mutual Funds | — | — | $93K | 0.2% | |
| Global Equities 271 shares | Other securities | — | — | $92K | 0.2% | |
| CREF Mutual Funds Stock 81 shares | Mutual Funds | — | — | $72K | 0.2% | |
| Lifecycle 2050 7 units 509 Access International Equity 1930 units | Other securities | — | — | $72K | 0.2% | |
| TIAA Traditional Annuity Account TIAA Traditional Benefit Responsive 4.50% | Mutual Funds | — | — | $47K | 0.1% | |
| Equity Index 82 shares | Common Collective Trusts | — | — | $41K | 0.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $40K | <0.1% | |
| American Century Small Cap Value Account 21,145 units | Other securities | — | $21K | $38K | <0.1% | |
| Access Small Cap Equity 417 units | Other securities | — | — | $37K | <0.1% | |
| Growth 68 shares | Other securities | — | — | $35K | <0.1% | |
| Access Mid-Cap Value 378 units | Other securities | — | — | $28K | <0.1% | |
| Inflation-Linked Bond 246 shares | Other securities | — | — | $20K | <0.1% | |
| Lifecycle 2040 257 units | Other securities | — | — | $19K | <0.1% | |
| Access Large-Cap Value 223 units | Other securities | — | — | $17K | <0.1% | |
| Money Market 514 shares | Cash / Money Market | — | — | $15K | <0.1% | |
| Access Real Estate 288 units | Other securities | — | — | $15K | <0.1% | |
| COLLEGE RETIREMENT EQUITIES FUND VARIABLE ANNUITIES* CREF CORE BOND R1 0 | Mutual Funds | — | — | $9K | <0.1% | |
| Bond Market 70 shares | Other securities | — | — | $9K | <0.1% | |
| Janus Henderson Developing World Bond Account 6,639 units | Mutual Funds | — | $7K | $6K | <0.1% | |
| Lifecycle 2030 1 unit 11 Lifecycle 2035 53 units | Other securities | — | — | $4K | <0.1% | |
| Lifecycle 2045 42 units | Other securities | — | — | $3K | <0.1% |
