Tahir Feroz signed Leo Pharma Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leo Pharma Inc.'s EIN is 80-0485929.
Download the official 2024 Form 5500 (PDF) for Leo Pharma Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leo Pharma 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $12.7M | 18.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $11.6M | 17.0% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $9.9M | 14.5% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $5.8M | 8.5% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $5.5M | 8.1% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $3.7M | 5.4% | |
| Harbor Capital Appreciation Fund Common Collective Trusts | Common Collective Trusts | — | — | $3.4M | 4.9% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $3.4M | 4.9% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $3.1M | 4.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $2.6M | 3.8% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.0% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $1.2M | 1.7% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.5% | |
| MFS Large Cap Value CT Common Collective Trusts | Common Collective Trusts | — | — | $861K | 1.3% | |
| Northern Trust Extended Equity Market Index Fund Common Collective Trusts | Common Collective Trusts | — | — | $792K | 1.2% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $792K | 1.2% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $791K | 1.2% | |
| Loomis Sayles Small Cap Growth N Mutual Fund | Other securities | — | — | $694K | 1.0% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $677K | 1.0% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $582K | 0.9% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $542K | 0.8% | |
| Allspring Special Small Cap Value R6 Mutual Fund | Other securities | — | — | $516K | 0.8% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $396K | 0.6% | |
| MFS Mid Cap Value CT Common Collective Trusts | Common Collective Trusts | — | — | $317K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $206K | 0.3% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 9.50% | Bonds / Notes | — | — | $203K | 0.3% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $167K | 0.2% | |
| Northern Trust Aggregate Bond Index Fund Common Collective Trusts | Common Collective Trusts | — | — | $167K | 0.2% | |
| Vanguard Target Retirement Income Funds Mutual Fund | Mutual Funds | — | — | $164K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
