John Moore signed A New Leaf, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A New Leaf, Inc.'s EIN is 86-0256667.
Download the official 2024 Form 5500 (PDF) for A New Leaf, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A New Leaf, 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 | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Target Retirement 2045 N/R | Mutual Funds | — | — | $1.8M | 13.4% | |
| The Vanguard Group Target Retirement 2030 N/R | Mutual Funds | — | — | $1.8M | 13.1% | |
| The Vanguard Group Target Retirement 2035 N/R | Mutual Funds | — | — | $1.4M | 10.1% | |
| The Vanguard Group Target Retirement 2025 N/R | Mutual Funds | — | — | $1.2M | 9.1% | |
| The Vanguard Group Target Retirement 2050 N/R | Mutual Funds | — | — | $1.0M | 7.7% | |
| The Vanguard Group Target Retirement 2040 N/R | Mutual Funds | — | — | $932K | 6.9% | |
| Collective Trust Funds AllianceBernstein Large Cap Growth CIT Series Class L N/R | Common Collective Trusts | — | — | $811K | 6.0% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $811K | 6.0% | |
| The Vanguard Group Target Retirement 2060 N/R | Mutual Funds | — | — | $548K | 4.1% | |
| The Vanguard Group Target Retirement 2055 N/R | Mutual Funds | — | — | $496K | 3.7% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $457K | 3.4% | |
| The Vanguard Group 500 Index Fund Admiral N/R | Common Collective Trusts | — | — | $422K | 3.1% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $324K | 2.4% | |
| The Vanguard Group Target Retirement 2020 N/R | Mutual Funds | — | — | $285K | 2.1% | |
| Blackrock Total Return Fund N/R | Other securities | — | — | $283K | 2.1% | |
| PIMCO Income Institutional Fund N/R | Mutual Funds | — | — | $282K | 2.1% | |
| Victory Sycamore Small Company Opportunity Fund N/R | Common Stocks | — | — | $281K | 2.1% | |
| The Vanguard Group Target Retirement 2065 N/R | Mutual Funds | — | — | $233K | 1.7% | |
| The Vanguard Group Mid Cap Index Admiral N/R | Mutual Funds | — | — | $228K | 1.7% | |
| John Hancock Disciplined Value Mid Cap Fund N/R 237 JPMorgan Mid Cap Growth - R6 N/R | Other securities | — | — | $139K | 1.0% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $129K | 1.0% | |
| Janus Henderson Triton Fund N/R | Mutual Funds | — | — | $103K | 0.8% | |
| American Funds New World Fund - R6 N/R | Mutual Funds | — | — | $100K | 0.7% | |
| The Vanguard Group Target Retirement Income Fund N/R | Mutual Funds | — | — | $89K | 0.7% | |
| The Vanguard Group Small Cap Index Admiral N/R | Mutual Funds | — | — | $55K | 0.4% | |
| The Vanguard Group Real Estate Index Admiral N/R | Mutual Funds | — | — | $31K | 0.2% | |
| The Vanguard Group Target Retirement 2070 N/R | Mutual Funds | — | — | $29K | 0.2% | |
| The Vanguard Group Total International Stock Index N/R | Mutual Funds | — | — | $5K | <0.1% | |
| (E) | Other securities | — | $29K | $5K | <0.1% | |
| American Funds Europac Growth - R6 N/R | Mutual Funds | — | — | $3K | <0.1% | |
| (E) | 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.
