Marykate Kearney signed Leon N. Weiner Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leon N. Weiner Associates, Inc.'s EIN is 51-0074302.
Download the official 2024 Form 5500 (PDF) for Leon N. Weiner Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leon N. Weiner Associates, Inc.'s plan includes a default investment (QDIA), ERISA 404(c) participant direction, automatic enrollment, profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | RECORD KEEPER | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $20.5M | 95.5% | |
| " 2025 Retirement - | Other securities | — | — | $5.0M | 23.3% | |
| " 2030 Retirement - | Other securities | — | — | $2.7M | 12.8% | |
| " 2035 Retirement - | Other securities | — | — | $2.5M | 11.5% | |
| " Equity Index - | Common Collective Trusts | — | — | $1.6M | 7.5% | |
| " 2040 Retirement - | Other securities | — | — | $708K | 3.3% | |
| T. Rowe Price Blue Chip Growth - | Other securities | — | — | $697K | 3.3% | |
| " MoA Mid Cap Equity Index Fund - | Common Collective Trusts | — | — | $634K | 3.0% | |
| " 2045 Retirement - | Other securities | — | — | $606K | 2.8% | |
| " Retirement Income - | Other securities | — | — | $599K | 2.8% | |
| " 2050 Retirement - | Other securities | — | — | $554K | 2.6% | |
| " Aggressive Allocation Fund - | Other securities | — | — | $534K | 2.5% | |
| Vanguard VIF Diversified Value - | Mutual Funds | — | — | $464K | 2.2% | |
| Deutsche Capital Growth VIP - | Other securities | — | — | $429K | 2.0% | |
| " Balanced Fund - | Other securities | — | — | $389K | 1.8% | |
| Mutual of America 2015 Retirement - 612 * " 2020 Retirement - | Other securities | — | — | $366K | 1.7% | |
| " VIF International - | Other securities | — | — | $293K | 1.4% | |
| " Small-Cap Growth - | Other securities | — | — | $246K | 1.1% | |
| " VIP Contrafund - | Mutual Funds | — | — | $213K | 1.0% | |
| " All America - | Other securities | — | — | $185K | 0.9% | |
| " International - | Other securities | — | — | $177K | 0.8% | |
| American Century VP Capital Appreciation - | Other securities | — | — | $173K | 0.8% | |
| " VIP Mid-Cap - | Other securities | — | — | $155K | 0.7% | |
| " MoA Moderate Allocation Fund - | Other securities | — | — | $147K | 0.7% | |
| " 2055 Retirement - | Other securities | — | — | $131K | 0.6% | |
| Invesco VI Main Street - | Mutual Funds | — | — | $112K | 0.5% | |
| " 2060 Retirement - | Other securities | — | — | $112K | 0.5% | |
| " VIP Equity-Income - | Other securities | — | — | $93K | 0.4% | |
| Neuberger Berman AMT Sustainable Equity - 94 PIMCO VIT Real Return Portfolio - | Mutual Funds | — | — | $64K | 0.3% | |
| Calvert VP SRI Balanced Portfolio - | Other securities | — | — | $48K | 0.2% | |
| American Funds New World Fund - | Mutual Funds | — | — | $33K | 0.2% | |
| Party Involved (Rate of Interest) Cost Value * Mutual of America Small-Cap Equity Index Fund - | Common Collective Trusts | — | — | $31K | 0.1% | |
| " Mid-Cap Value Fund - | Other securities | — | — | $29K | 0.1% | |
| " Small-Cap Value - | Other securities | — | — | $29K | 0.1% | |
| " Bond - | Other securities | — | — | $27K | 0.1% | |
| Fidelity VIP Asset Manager - | Mutual Funds | — | — | $27K | 0.1% | |
| " Conservative Allocation - | Other securities | — | — | $20K | <0.1% | |
| " VIF Real Estate Index Portfolio - | Other securities | — | — | $18K | <0.1% | |
| MFS Mid-Cap Value Portfolio - | Mutual Funds | — | — | $9K | <0.1% | |
| Delaware VIP Trust Delaware VIP Small-Cap Value Series - | Other securities | — | — | $7K | <0.1% | |
| Goldman Sachs VIT Small-Cap Equity Insights - | Other securities | — | — | $3K | <0.1% | |
| " 2065 Retirement Fund - | Other securities | — | — | $3K | <0.1% | |
| " VIT US Equity Insights - | Other securities | — | — | $2K | <0.1% | |
| " Mid-Term Bond - | Other securities | — | — | $2K | <0.1% | |
| " Total Bond Market Portfolio - 709 Victory RS Small-Cap Growth Equity VIP - | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
