Ramon de Leon signed Custom Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Custom Group LLC's EIN is 66-0411164.
Download the official 2024 Form 5500 (PDF) for Custom Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Custom Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 | |||
|---|---|---|---|
| INDEX SELECT MODERATE 2045 GREAT GREY · EIN 81-4470950 / PN 308 | Common Collective Trust | $3K | 25.7% |
| INDEX SELECT CONSERVATIVE RET FUND GREAT GREY · EIN 81-4499160 / PN 310 | Common Collective Trust | $2K | 16.4% |
| INDEX SELECT AGGRESSIVE 2045 GREAT GREY · EIN 81-4403657 / PN 303 | Common Collective Trust | $2K | 16.3% |
| INDEX SELECT CONSERVATIVE 2065 FUND GREAT GREY · EIN 38-7275307 / PN 776 | Common Collective Trust | $2K | 14.0% |
| INDEX SELECT MODERATE 2065 FUND GREAT GREY · EIN 38-7275306 / PN 775 | Common Collective Trust | $1K | 12.2% |
| INDEX SELECT MODERATE 2055 FUND GREAT GREY · EIN 81-4484368 / PN 309 | Common Collective Trust | $1K | 10.6% |
| INDEX SELECT MODERATE 2035 GREAT GREY · EIN 81-4457845 / PN 307 | Common Collective Trust | $518 | 4.7% |