Scott McGuire signed Leanin' Tree, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leanin' Tree, Inc.'s EIN is 84-1130457.
Download the official 2024 Form 5500 (PDF) for Leanin' Tree, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leanin' Tree, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $2.2M | 19.8% | |
| Vanguard Group Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 14.5% | |
| Vanguard Group Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 9.9% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.5% | |
| Principal** Benefit-responsive investment contract - Fixed Income Guaranteed Option | Other securities | — | — | $656K | 5.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $584K | 5.2% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $570K | 5.1% | |
| Carillon Eagle Group Mid Cap Growth Fund | Common Stocks | — | — | $545K | 4.8% | |
| EuroPacific Growth Fund | Other securities | — | — | $469K | 4.2% | |
| Vanguard Group Target Retirement 2020 Fund | Mutual Funds | — | — | $377K | 3.3% | |
| Vanguard Group Target Retirement 2035 Fund | Mutual Funds | — | — | $364K | 3.2% | |
| Vanguard Group Target Retirement 2050 Fund | Mutual Funds | — | — | $324K | 2.9% | |
| Vanguard Group Target Retirement 2025 Fund | Mutual Funds | — | — | $317K | 2.8% | |
| 9.50 percent - | Other securities | — | — | $248K | 2.2% | |
| Touchstone Mid Cap Value Fund | Other securities | — | — | $205K | 1.8% | |
| Vanguard Group Target Retirement 2055 Fund | Mutual Funds | — | — | $132K | 1.2% | |
| Principal** SmallCap Value II Separate Account | Pooled Separate Accounts | — | — | $105K | 0.9% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $105K | 0.9% | |
| Voya Group Small Cap Growth Fund | Common Stocks | — | — | $71K | 0.6% | |
| (E) | Other securities | — | — | $67K | 0.6% | |
| Vanguard Group Target Retirement 2045 Fund | Mutual Funds | — | — | $67K | 0.6% | |
| Vanguard Group Target Retirement 2060 Fund | Mutual Funds | — | — | $66K | 0.6% | |
| Principal/BlackRock** Russell 2000 Index | Common Collective Trusts | — | — | $58K | 0.5% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $58K | 0.5% | |
| Principal/BlackRock** S&P MidCap Index | Other securities | — | — | $37K | 0.3% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $37K | 0.3% | |
| Vanguard Group Target Retirement 2065 Fund | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Group Target Retirement Income Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Vanguard Group Target Retirement 2070 Fund | Mutual Funds | — | — | $5K | <0.1% |
