Original filing (PDF)20241014155740NAL0053034418001

LEASEPLAN U.S.A., INC.

Name: LEASEPLAN U.S.A., INC. — LEASEPLAN U.S.A., INC. 401(K) PLAN, Form 5500 (2023)
Creator: LEASEPLAN U.S.A., INC.

Form 5500

FILING_RECEIVED

LEASEPLAN U.S.A., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEASEPLAN U.S.A., INC..

Plan sponsor

Name

LEASEPLAN U.S.A., INC.

EIN

58-1430835all filings

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRUDENTIAL RETIREMENT INSURANCE AND	06-1050034	—	NONE	$110K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOREST CAPITAL MANAGEMENT LLC	46-5576228	—	NONE	$41K	—

Other service providers

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.

			% 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	—