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Original filing (PDF)20241014155740NAL0053034418001
LEASEPLAN U.S.A., INC.
Form 5500
FILING_RECEIVED
LEASEPLAN U.S.A., INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
2 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEASEPLAN U.S.A., INC..
Plan sponsor
Name
LEASEPLAN U.S.A., INC.
EIN
58-1430835
Address
1165 SANCTUARY PARKWAY · ALPHARETTA, GA · 30009
Phone
(678) 680-7836
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | 06-1050034 | — | NONE | $110K | — |
| FOREST CAPITAL MANAGEMENT LLC | 46-5576228 | — | NONE | $41K | — |
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $26K | — |
Investments
2 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP GROWTH III FD PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 435 | Pooled Separate Account | $0 | — |
| MCV INTEGRITY PRUDENTIAL RETIREMENT INS. · EIN 06-1050034 / PN 441 | Pooled Separate Account | $0 | — |
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