Rachael Parks signed Leona Arizona Employment Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leona Arizona Employment Group, Inc.'s EIN is 86-1011928.
Download the official 2024 Form 5500 (PDF) for Leona Arizona Employment Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leona Arizona Employment Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT ADVISOR | $37K | — |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | 30-1413443 | — | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth K N/R | Other securities | — | — | $4.6M | 16.9% | |
| American Funds American Funds EuroPacific Gr R6 N/R | Mutual Funds | — | — | $3.1M | 11.5% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $2.4M | 8.9% | |
| Vanguard Target Retrmnt 2050 | Mutual Funds | — | — | $1.5M | 5.6% | |
| Fidelity Total Bd K6 | Mutual Funds | — | — | $1.4M | 5.3% | |
| Putnam Large Cap Value A N/R | Mutual Funds | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.2M | 4.5% | |
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $1.1M | 4.2% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.0% | |
| Vanguard Mid Cap Index Adm N/R | Mutual Funds | — | — | $973K | 3.6% | |
| JPMorgan US Equity R6 N/R | Other securities | — | — | $863K | 3.2% | |
| Vanguard GNMA Admiral N/R | Agency / Mortgage-Backed | — | — | $824K | 3.0% | |
| Vanguard Small Cap Index Adm N/R | Mutual Funds | — | — | $743K | 2.7% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $742K | 2.7% | |
| American Funds American Funds American Balanced R6 N/R | Mutual Funds | — | — | $612K | 2.3% | |
| Vanguard Equity Income Adm N/R | Mutual Funds | — | — | $561K | 2.1% | |
| Victory Sycamore Small Co Opp A N/R | Common Stocks | — | — | $515K | 1.9% | |
| Victory Sycamore Est Value R6 N/R | Other securities | — | — | $503K | 1.9% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $455K | 1.7% | |
| MFS Mid Cap Growth R6 N/R | Mutual Funds | — | — | $428K | 1.6% | |
| Mainstay MacKay High Yield Crp Bd R6 N/R | Other securities | — | — | $427K | 1.6% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $414K | 1.5% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $372K | 1.4% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $263K | 1.0% | |
| Vanguard Target Retirement 2065 Inv N/R | Mutual Funds | — | — | $252K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $145K | 0.5% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $119K | 0.4% | |
| State Street Bank & Trust Co. Cash Reserve Account N/R | Cash / Money Market | — | — | $20K | <0.1% | |
| Vanguard Target Retirement Income N/R | Mutual Funds | — | — | $6K | <0.1% |
