Leaders Holding Company's EIN is 59-2640693.
Download the official 2024 Form 5500 (PDF) for Leaders Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leaders Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $17K | — |
| EMPOWER ADVISORY GROUP |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM ADVANTAGE TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $553K | 17.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $370K | 11.4% | |
| PUTNAM ADVANTAGE TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $273K | 8.4% | |
| PUTNAM ADVANTAGE TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 59-0788040 / PN 262 | Common Collective Trust | — | — | $270K | 8.3% | |
| PUTNAM ADVANTAGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $225K | 6.9% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth I | Other securities | — | — | $224K | 6.9% | |
| PUTNAM ADVANTAGE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $211K | 6.5% | |
| PUTNAM ADVANTAGE TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $138K | 4.2% | |
| Fixed Annuity Contract * Empower Guaranteed Interest Fund | Other securities | — | — | $124K | 3.8% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $108K | 3.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $96K | 2.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $87K | 2.7% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $79K | 2.4% | |
| Fidelity International Index | Mutual Funds | — | — | $62K | 1.9% | |
| PUTNAM ADVANTAGE TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $52K | 1.6% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $50K | 1.5% | |
| Notes Receivable from Participants * Participant Loans Interest rates 5.50% to 10.50%, maturing no later than 2029, secured $-0- | Bonds / Notes | — | — | $45K | 1.4% | |
| PUTNAM ADVANTAGE TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $44K | 1.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $42K | 1.3% | |
| American Funds American Funds Europacific GR R6 | Mutual Funds | — | — | $36K | 1.1% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $23K | 0.7% | |
| Invesco Developing Markets R6 | Mutual Funds | — | — | $20K | 0.6% | |
| American Century American Century Mid Cap Value R6 | Mutual Funds | — | — | $15K | 0.4% | |
| MFS Value R6 | Mutual Funds | — | — | $13K | 0.4% | |
| Undiscovered MGRS Undiscovered Mgrs Behavioral Value R6 | Other securities | — | — | $12K | 0.4% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $12K | 0.4% | |
| PGIM High-Yield R6 | Other securities | — | — | $8K | 0.3% | |
| PUTNAM ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $5K | 0.2% | |
| Janus Henderson Janus Henderson Triton N | Mutual Funds | — | — | $4K | 0.1% | |
| MYWAYRETIREMENT CORE BOND FUND CL R AST WILMINGTON TRUST · EIN 38-4139867 / PN 000 | Common Collective Trust | — | — | $812 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGER |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN PENSION SERVICES | — | TAMPA, FL | CONTRACT ADMIN | $4K | — |
