Corey Martin signed New Leaf Community Markets, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New Leaf Community Markets, Inc.'s EIN is 77-0077955.
Download the official 2024 Form 5500 (PDF) for New Leaf Community Markets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New Leaf Community Markets, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INVESTING | — | LAKE OSWEGO, OR | ADVISOR | $32K | — |
| APRIO, LLP | — | ATLANTA, GA | ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.7M | 16.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.6M | 15.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.3M | 13.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.9M | 11.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.8M | 10.6% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $718K | 4.2% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $550K | 3.2% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $523K | 3.1% | |
| Vanguard Large Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $484K | 2.8% | |
| Vanguard Total International Bond Index Fund Admiral Shares ** 566 Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $423K | 2.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $267K | 1.6% | |
| to 10.50% maturing through 2029) - | Bonds / Notes | — | — | $250K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $205K | 1.2% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $154K | 0.9% | |
| Sprott Gold Equity Fund Investor Class | Other securities | — | — | $152K | 0.9% | |
| Calvert Bond Fund Class I | U.S. Treasuries | — | — | $145K | 0.8% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $141K | 0.8% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $132K | 0.8% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $113K | 0.7% | |
| Vanguard Long-Term Treasury Index Fund Admiral Shares ** 772 Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $91K | 0.5% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $73K | 0.4% | |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares ** 711 Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $64K | 0.4% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $49K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $46K | 0.3% | |
| Invesco Developing Markets Fund Class R6 | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $22K | 0.1% | |
| Parnassus Mid Cap Fund Institutional Shares | Other securities | — | — | $19K | 0.1% | |
| Calvert Small-Cap Fund Class I | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $8K |
| — |
