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Original filing (PDF)20251014131606NAL0006013986001
LEADVENTURE
Form 5500
FILING_RECEIVED
LEADVENTURE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
713
Accounts w/ balance
912
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADVENTURE.
Plan sponsor
Name
LEADVENTURE
EIN
39-1388360
Address
4949 MEADOWS RD SUITE 150 · LAKE OSWEGO, OR · 97035
Phone
(800) 277-5917
Industry
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $119K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $50.9M(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.
Uncategorized
$50.1M
25 holdings
Common Collective Trust
$859K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | — | — | $8.5M | 16.6% | |
| Vanguard Target Retirement 2050 | — | — | — | $7.6M | 14.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $7.1M | 13.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $4.5M | 8.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $4.1M | 8.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $3.5M | 6.9% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $3.4M | 6.7% | |
| T. Rowe Price Large‐Cap Growth Fund I Class | — | — | — | $2.7M | 5.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.2M | 4.3% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $1.1M | 2.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $907K | 1.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $859K | 1.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $763K | 1.5% | |
| JP Morgan Small Cap Equity Fund Class R6 | — | — | — | $732K | 1.4% | |
| maturing through 2029) ‐ | — | — | — | $700K | 1.4% | |
| JP Morgan Equity Income Fund Class R6 | — | — | — | $454K | 0.9% | |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 | — | — | — | $428K | 0.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $371K | 0.7% | |
| Fidelity International Index Fund | — | — | — | $297K | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $193K | 0.4% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $161K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $123K | 0.2% | |
| Vanguard Inflation‐Protected Securities Fund Admiral Shares | — | — | — | $86K | 0.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $74K | 0.1% | |
| Vanguard Short‐Term Bond Index Fund Admiral Shares | — | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $10K | <0.1% |
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