Melinda Benkovsky signed The Leona Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Leona Group, LLC's EIN is 38-3311066.
Download the official 2024 Form 5500 (PDF) for The Leona Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Leona Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $31K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth N/R | Other securities | — | — | $5.7M | 15.3% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $3.0M | 8.0% | |
| Putnam Large Cap Value N/R | Mutual Funds | — | — | $2.9M | 7.9% | |
| American Funds EuroPacific Gr R6 N/R | Mutual Funds | — | — | $2.7M | 7.2% | |
| Vanguard Target Retirement 2050 Inst N/R | Mutual Funds | — | — | $2.5M | 6.9% | |
| Fidelity Spartan 500 Index Adv N/R | Common Collective Trusts | — | — | $2.4M | 6.4% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.1% | |
| Vanguard Target Retirement 2035 Inst N/R | Mutual Funds | — | — | $1.2M | 3.4% | |
| Metropolitan West Total Return Bond I N/R | Other securities | — | — | $1.2M | 3.2% | |
| American Funds American Balanced R6 N/R | Mutual Funds | — | — | $1.1M | 3.1% | |
| Vanguard Target Retirement 2055 Inst N/R | Mutual Funds | — | — | $1.1M | 3.0% | |
| JP Morgan US Equity Instl N/R | Other securities | — | — | $1.0M | 2.8% | |
| Victory Sycamore Small Company Opportunity N/R | Common Stocks | — | — | $964K | 2.6% | |
| Vanguard Target Retirement 2040 Inst N/R | Mutual Funds | — | — | $944K | 2.6% | |
| Vanguard Target Retirement 2045 Inst N/R | Mutual Funds | — | — | $907K | 2.5% | |
| Vanguard Target Retirement 2030 Inst N/R | Mutual Funds | — | — | $839K | 2.3% | |
| Victory Sycamore Established Value R6 N/R | Other securities | — | — | $717K | 1.9% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $657K | 1.8% | |
| Vanguard Target Retirement 2025 Inst N/R | Mutual Funds | — | — | $646K | 1.7% | |
| Vanguard Target Retirement 2060 Inst N/R | Mutual Funds | — | — | $594K | 1.6% | |
| Vanguard GNMA Adm N/R | Agency / Mortgage-Backed | — | — | $565K | 1.5% | |
| MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $551K | 1.5% | |
| New York Life High Yield Corporate Bond I N/R | Other securities | — | — | $522K | 1.4% | |
| Participant Loans Interest rates: 4.25% - 9.50% 0 | Bonds / Notes | — | — | $301K | 0.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $296K | 0.8% | |
| Vanguard Target Retirement 2020 Inst N/R | Mutual Funds | — | — | $115K | 0.3% | |
| Vanguard Target Retirement Income Inst N/R | Mutual Funds | — | — | $92K | 0.2% | |
| State Street Bank & Trust Co. Interest Bearing Cash Account | Cash / Money Market | — | $92K | $92K | 0.2% | |
| Vanguard Target Retirement 2065 Inst N/R | Mutual Funds | — | — | $70K | 0.2% |
