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Original filing (PDF)20251013142124NAL0000703699001
LEEPFROG TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
LEEPFROG TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
139
Accounts w/ balance
150
Plan assets (EOY)
$13.9M
Net assets (EOY)
$13.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Trust Company Dynamic Aggressive Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEEPFROG TECHNOLOGIES, INC..
Plan sponsor
Name
LEEPFROG TECHNOLOGIES, INC.
EIN
42-1442334
Address
2451 OAKDALE BLVD, SUITE 100 · CORALVILLE, IA · 52241
Phone
(319) 337-3877
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
BERGANKDV, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $9K | — |
Investments
32 direct securities · 2 pooled funds· $20.8M(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
$13.9M
31 holdings
Common Collective Trust
$6.9M
2 holdings
Mutual Funds
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $6.9M | 49.4% | |
| American Trust Company Dynamic Aggressive Fund | — | — | — | $4.0M | 28.4% | |
| Fidelity 500 Index Fund | — | — | — | $2.4M | 17.4% | |
| American Trust Company Dynamic Moderately Aggressive Fund | — | — | — | $1.7M | 12.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $973K | 7.0% | |
| T. Rowe Price Large Cap Growth Fund | — | — | — | $923K | 6.6% | |
| American Trust Company Dynamic Moderate Fund | — | — | — | $886K | 6.4% | |
| T. Rowe Price Mid-Cap Growth Institutional Fund | — | — | — | $511K | 3.7% | |
| maturities through June 2030 - | — | — | — | $234K | 1.7% | |
| American Funds Balanced R6 Fund | — | — | — | $229K | 1.6% | |
| American Trust Company Dynamic Conservative Fund | — | — | — | $196K | 1.4% | |
| Fidelity US Bond Index Fund | — | — | — | $184K | 1.3% | |
| Fidelity International Index Fund | — | — | — | $165K | 1.2% | |
| American Funds New World R6 | — | — | — | $162K | 1.2% | |
| MFS Institutional International Equity Fund | — | — | — | $154K | 1.1% | |
| Vanguard Inv Target Retirement 2060 Fund | — | — | — | $139K | 1.0% | |
| Dodge & Cox Stock Fund | — | — | — | $132K | 0.9% | |
| American Trust Company Dynamic Moderately Conservative Fund | — | — | — | $122K | 0.9% | |
| Victory Sycamore Established Value R6 Fund | — | — | — | $107K | 0.8% | |
| DFA US Targeted Value Portfolio Fund | — | — | — | $102K | 0.7% | |
| Vanguard Inv Target Retirement 2065 Fund | — | — | — | $101K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $91K | 0.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $84K | 0.6% | |
| Vanguard Explorer Admiral Fund | — | — | — | $82K | 0.6% | |
| Common collective trust accounts * American Trust Company Stable Value II - ZZ | — | — | — | $61K | 0.4% | |
| PREMIER TRUST FUND FOR QUALIFIED EM AMERICAN TRUST COMPANY · EIN 62-1549435 / PN 001 | Common Collective Trust | — | — | $61K | 0.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $44K | 0.3% | |
| accounts Blackrock High Yield Bond Fund | Mutual Funds | — | — | $40K | 0.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $23K | 0.2% | |
| Loomis Sayles Core Plus Bond Fund | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $17K | 0.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $15K | 0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $11K | <0.1% | |
| Vanguard Inv Target Retirement 2070 Fund | — | — | — | $10K | <0.1% |
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