Jason Brickl signed Leadcar Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leadcar Systems, Inc.'s EIN is 39-2044836.
Download the official 2024 Form 5500 (PDF) for Leadcar Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leadcar Systems, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| TRUST POINT INC. | 39-0415000 | — | NONE | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.7M | 29.9% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.6M | 8.3% | |
| Vanguard Funds Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 7.1% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $1.1M | 5.9% | |
| Glenmede Secured Options Fund | Other securities | — | — | $1.0M | 5.5% | |
| Harbor Funds Capital Appreciation Fund | Mutual Funds | — | — | $900K | 4.7% | |
| Baird Short-Term BD Instl | Other securities | — | — | $892K | 4.7% | |
| PIMCO Funds Income Fund | Mutual Funds | — | — | $756K | 4.0% | |
| Oakmark Funds International Inst | Other securities | — | — | $635K | 3.3% | |
| Dodge & Cox Funds Stock Fund | Mutual Funds | — | — | $625K | 3.3% | |
| Conestoga Small Cap Institutional Shares | Other securities | — | — | $596K | 3.1% | |
| Fidelity Investments Money Market Portfolio | Mutual Funds | — | — | $511K | 2.7% | |
| William Blair Small Cap Value Class I | Other securities | — | — | $430K | 2.3% | |
| Vanguard Funds Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $393K | 2.1% | |
| Vanguard Funds Total Stock Market Index Fund Signal Shares | Common Collective Trusts | — | — | $376K | 2.0% | |
| GQC Partners Emerging Markets Equity | Other securities | — | — | $345K | 1.8% | |
| Arga Emerging Markets Value Fund | Other securities | — | — | $344K | 1.8% | |
| Vanguard Funds Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $299K | 1.6% | |
| Vanguard Funds Total International Stock Index Fund Signal Shares | Common Collective Trusts | — | — | $278K | 1.5% | |
| Vanguard Funds Real Estate Index Admiral Shares | Mutual Funds | — | — | $195K | 1.0% | |
| Metropolitan West Total Return Fund | Other securities | — | — | $104K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $72K | 0.4% | |
| American Beacon Developing World Income R5 | Other securities | — | — | $70K | 0.4% | |
| Vanguard Funds FTSE Social Index | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Investments Government Portfolio | Mutual Funds | — | — | $20K | 0.1% | |
| Calvert International Responsible Index | Other securities | — | — | $7K | <0.1% | |
| PIMCO Funds International Bond | Mutual Funds | — | — | $6K | <0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
