Steven Stout signed Leland Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leland Management, Inc.'s EIN is 59-3498435.
Download the official 2024 Form 5500 (PDF) for Leland Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leland Management, Inc.'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 |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $20K | — |
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $19K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $813 | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | — | — | $4.7M | 98.5% | |
| Vanguard Target Ret 2050 (I) | Mutual Funds | — | — | $555K | 11.5% | |
| Vanguard Target Ret 2045 (I) | Mutual Funds | — | — | $476K | 9.9% | |
| Vanguard Target Ret 2025 (I) | Mutual Funds | — | — | $382K | 7.9% | |
| Vanguard Target Ret 2040 (I) | Mutual Funds | — | — | $328K | 6.8% | |
| DFA US Core Equity 1 Portfolio (I) | Mutual Funds | — | — | $296K | 6.2% | |
| Vanguard Target Ret 2030 (I) | Mutual Funds | — | — | $296K | 6.1% | |
| Vanguard Short-Term Bond Index (Adm) | Mutual Funds | — | — | $284K | 5.9% | |
| DFA Intl Core Equity Portfolio (I) | Mutual Funds | — | — | $227K | 4.7% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $205K | 4.3% | |
| Vanguard Target Ret 2060 (I) | Mutual Funds | — | — | $192K | 4.0% | |
| Vanguard Total Intl Stock Index (Adm) | Mutual Funds | — | — | $179K | 3.7% | |
| Vanguard Total Bond Market Index (Adm) | Mutual Funds | — | — | $176K | 3.7% | |
| Vanguard Target Ret 2055 (I) | Mutual Funds | — | — | $161K | 3.3% | |
| DFA Emerging Mkts Core Equity Port (I) | Mutual Funds | — | — | $139K | 2.9% | |
| Matrix Trust Matrix Trust Retirement Cash Account | Cash / Money Market | — | — | $115K | 2.4% | |
| Vanguard Real Estate Index Fund (Adm) | Common Collective Trusts | — | — | $84K | 1.7% | |
| Vanguard Target Ret 2020 (I) | Mutual Funds | — | — | $70K | 1.5% | |
| Participant Loans (4.25% - 9.5%) | Bonds / Notes | — | — | $63K | 1.3% | |
| DFA Inflation-Protected Sec Port (I) | Mutual Funds | — | — | $61K | 1.3% | |
| DFA Intrmd-Term Extended Quality Port | Mutual Funds | — | — | $55K | 1.1% | |
| DFA Commodity Strategy Portfolio (I) | Mutual Funds | — | — | $31K | 0.6% | |
| Vanguard Target Ret Inc (I) | Mutual Funds | — | — | $28K | 0.6% | |
| Vanguard Target Ret 2065 (I) | Mutual Funds | — | — | $24K | 0.5% | |
| Matrix Trust Cash Holding | Cash / Money Market | — | — | $8K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
