David Leibowitz signed LEN Stoler, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LEN Stoler, Inc.'s EIN is 52-1437880.
Download the official 2023 Form 5500 (PDF) for LEN Stoler, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)LEN Stoler, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | — | RECORDKEEPER | $218 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 30,071 units | Mutual Funds | — | — | $1.5M | 27.8% | |
| Vanguard Target Retirement 2045 20,392 units | Mutual Funds | — | — | $736K | 13.8% | |
| Vanguard Target Retirement 2035 14,979 units | Mutual Funds | — | — | $471K | 8.8% | |
| Vanguard Target Retirement 2040 7,296 units | Mutual Funds | — | — | $406K | 7.6% | |
| Vanguard Target Retirement 2025 15,257 units | Mutual Funds | — | — | $406K | 7.6% | |
| Vanguard Target Retirement 2020 7,013 units | Mutual Funds | — | — | $306K | 5.7% | |
| Vanguard Target Retirement 2050 4,753 units | Mutual Funds | — | — | $277K | 5.2% | |
| Vanguard Target Retirement 2060 2,882 units | Mutual Funds | — | — | $160K | 3.0% | |
| Vanguard Target Retirement 2055 2,458 units | Mutual Funds | — | — | $155K | 2.9% | |
| Vanguard Mid-Cap Growth ETF 5,339 units | Mutual Funds | — | — | $143K | 2.7% | |
| Investment Company of America 1,298 units | Common Stocks | — | — | $133K | 2.5% | |
| John Hancock Life Insurance Company U.S.A. Pooled Separate Accounts * 500 Index Trust 1,713 units | Pooled Separate Accounts | — | — | $120K | 2.3% | |
| Notes Receivable from Participants * Various participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $111K | 2.1% | |
| John Hancock Stable Value Fund 82,910 units | Stable Value | — | — | $99K | 1.9% | |
| Vanguard Target Retirement 2065 2,306 units | Mutual Funds | — | — | $74K | 1.4% | |
| American Funds New World Fund 2 units 154 * DFA International Small Cap Value 5 units 156 * DFA U.S. Small Cap Fund 6 units 403 * High Yield Fund 3,004 units | Mutual Funds | — | — | $39K | 0.7% | |
| Vanguard Growth Index Fund 212 units | Common Collective Trusts | — | — | $37K | 0.7% | |
| Vanguard Value Index Fund 462 units | Common Collective Trusts | — | — | $34K | 0.6% | |
| JPMorgan Equity Income Fund 682 units | Other securities | — | — | $20K | 0.4% | |
| John Hancock Bond Fund 1,052 units | Other securities | — | — | $19K | 0.4% | |
| Vanguard Total World Stock Index ETF 897 units | Mutual Funds | — | — | $19K | 0.4% | |
| Western Asset Core Bond Fund 1,386 units | Other securities | — | — | $18K | 0.3% | |
| JPMorgan SMID Cap Fund 3 units 157 * Mid Cap Index Fund 6 units 316 * Real Estate Securities Fund 485 units | Common Collective Trusts | — | — | $13K | 0.2% | |
| Vanguard Small Cap Value Index Fund 115 units | Common Collective Trusts | — | — | $11K | 0.2% | |
| American Funds American Balanced Fund 8 units 389 * American Funds New Perspective Fund 97 units | Mutual Funds | — | — | $9K | 0.2% | |
| Small Cap Index Fund 307 units | Common Collective Trusts | — | — | $9K | 0.2% | |
| During 2022, the Plan sponsor inadvertently failed to deposit approximately $7,637 of participant | Other securities | — | — | $8K | 0.1% | |
| Contributions Not Pending Corrected Participant Loan Corrected Correction in Outside of VFCP Payments are Included VFCP X - | Participant loans | — | — | $8K | 0.1% | |
| Select Asset Allocation Conservative 214 units | Other securities | — | — | $3K | <0.1% | |
| Select Asset Allocation Balanced 130 units | Other securities | — | — | $3K | <0.1% | |
| Select Asset Allocation Moderate 135 units | Other securities | — | — | $3K | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SELECT AA BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SELECT AA MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SELECT AA CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN SMID CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
