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Original filing (PDF)20250917113736NAL0000226003001
LEADCAR SYSTEMS, INC.
Form 5500
FILING_RECEIVED
LEADCAR 401(K) PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
260
Accounts w/ balance
258
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
85
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Funds 500 Index Fund Admiral Shares" is 31% of plan.
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADCAR SYSTEMS, INC..
Plan sponsor
Name
LEADCAR SYSTEMS, INC.
EIN
39-2044836
Address
478 WATER STREET · PRAIRIE DU SAC, WI · 53578
Phone
(608) 824-1300
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSEN ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST POINT INC. | 39-0415000 | — | NONE | $70K | — |
Investments
27 direct securities · 1 pooled fund· $18.7M(98% 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
$18.7M
27 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Fund Admiral Shares | — | — | — | $5.7M | 29.9% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $1.6M | 8.3% | |
| Vanguard Funds Mid-Cap Index Fund Admiral Shares | — | — | — | $1.4M | 7.1% | |
| American Funds Europacific Growth Fund | — | — | — | $1.1M | 5.9% | |
| Glenmede Secured Options Fund | — | — | — | $1.0M | 5.5% | |
| Harbor Funds Capital Appreciation Fund | — | — | — | $900K | 4.7% | |
| Baird Short-Term BD Instl | — | — | — | $892K | 4.7% | |
| PIMCO Funds Income Fund | — | — | — | $756K | 4.0% | |
| Oakmark Funds International Inst | — | — | — | $635K | 3.3% | |
| Dodge & Cox Funds Stock Fund | — | — | — | $625K | 3.3% | |
| Conestoga Small Cap Institutional Shares | — | — | — | $596K | 3.1% | |
| Fidelity Investments Money Market Portfolio | — | — | — | $511K | 2.7% | |
| William Blair Small Cap Value Class I | — | — | — | $430K | 2.3% | |
| Vanguard Funds Total Bond Market Index Fund Admiral Shares | — | — | — | $393K | 2.1% | |
| Vanguard Funds Total Stock Market Index Fund Signal Shares | — | — | — | $376K | 2.0% | |
| GQC Partners Emerging Markets Equity | — | — | — | $345K | 1.8% | |
| Arga Emerging Markets Value Fund | — | — | — | $344K | 1.8% | |
| Vanguard Funds Small-Cap Index Fund Admiral Shares | — | — | — | $299K | 1.6% | |
| Vanguard Funds Total International Stock Index Fund Signal Shares | — | — | — | $278K | 1.5% | |
| Vanguard Funds Real Estate Index Admiral Shares | — | — | — | $195K | 1.0% | |
| Metropolitan West Total Return Fund | — | — | — | $104K | 0.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $72K | 0.4% | |
| American Beacon Developing World Income R5 | — | — | — | $70K | 0.4% | |
| Vanguard Funds FTSE Social Index | — | — | — | $31K | 0.2% | |
| Fidelity Investments Government Portfolio | — | — | — | $20K | 0.1% | |
| Calvert International Responsible Index | — | — | — | $7K | <0.1% | |
| PIMCO Funds International Bond | — | — | — | $6K | <0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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