Michael Bonacchi signed Home Leasing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Home Leasing, LLC's EIN is 74-3109665.
Download the official 2024 Form 5500 (PDF) for Home Leasing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Home Leasing, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | ADVISOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $1.2M | 15.0% | |
| Vanguard Growth Index Fund Admiral Registered Investment Companies | Common Collective Trusts | — | — | $964K | 12.0% | |
| Fidelity Freedom Index 2035 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $778K | 9.7% | |
| Fidelity Freedom Index 2040 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $748K | 9.3% | |
| Fidelity Freedom Index 2045 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $679K | 8.5% | |
| Fidelity Freedom Index 2020 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $632K | 7.9% | |
| Fidelity Freedom Index 2055 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $566K | 7.1% | |
| Fidelity Freedom Index 2025 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $367K | 4.6% | |
| Fidelity Freedom Index 2030 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $310K | 3.9% | |
| T. Rowe Price QM U.S. Small-Cap Growth Equity Fund Registered Investment Companies | Other securities | — | — | $274K | 3.4% | |
| Fidelity Small Cap Index Registered Investment Companies | Mutual Funds | — | — | $271K | 3.4% | |
| T. Rowe Price Dividend Growth Registered Investment Companies | Other securities | — | — | $233K | 2.9% | |
| Fidelity Index 500 Registered Investment Companies | Mutual Funds | — | — | $147K | 1.8% | |
| Victory Sycamore Established Value R Registered Investment Companies | Other securities | — | — | $124K | 1.6% | |
| Fidelity International Index Registered Investment Companies | Mutual Funds | — | — | $108K | 1.4% | |
| Diamond Hill Large Cap Fund Registered Investment Companies | Other securities | — | — | $95K | 1.2% | |
| Notes receivable from participants 2025 - August 2029 - | Other securities | — | — | $94K | 1.2% | |
| Fidelity Freedom Index 2060 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $87K | 1.1% | |
| Vanguard Intermediate Term Investment Grade Fund Admiral Registered Investment Companies | Mutual Funds | — | — | $64K | 0.8% | |
| Fidelity Government Money Market Fund Registered Investment Companies | Mutual Funds | — | — | $64K | 0.8% | |
| Fidelity Freedom Index 2065 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $57K | 0.7% | |
| Fidelity Government Income Registered Investment Companies | Mutual Funds | — | — | $56K | 0.7% | |
| T. Rowe Price Emerging Markets Stock Registered Investment Companies | Other securities | — | — | $32K | 0.4% | |
| Fidelity Mid Cap Index Registered Investment Companies | Mutual Funds | — | — | $18K | 0.2% | |
| Vanguard Mid Cap Index Fund Admiral Registered Investment Companies | Common Collective Trusts | — | — | $17K | 0.2% | |
| Fidelity Freedom Index 2015 Fund Investor Class K Registered Investment Companies | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Real Estate Index Registered Investment Companies | Mutual Funds | — | — | $3K | <0.1% | |
| BTW Mid Cap Registered Investment Companies | Other securities | — | — | $3K | <0.1% | |
| Blackrock High Yield K Registered Investment Companies | Other securities | — | — | $2K | <0.1% | |
| Fidelity Freedom Income K Registered Investment Companies | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSERO & CO | 47-5324570 | — | ACCOUNTANT/AUDITOR | $15K | — |
