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Original filing (PDF)20251015171052NAL0010483906001
LEADING PLAN SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
RETIRE RIGHT 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~101 bps in Sched C fees
Active participants
711
Accounts w/ balance
1,566
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
26 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "flexPATH Index Moderate 2055 Fund Common Collective Trust" is 27% of plan.
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEADING PLAN SOLUTIONS, INC..
Plan sponsor
Name
LEADING PLAN SOLUTIONS, INC.
EIN
86-2271858
Address
2226 EASTLAKE AVENUE EAST #88 · SEATTLE, WA · 98102
Phone
(206) 430-5084
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | — | RECORDKEEPER | $62K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC | 82-1797253 | — | ADVISOR | $22K | — |
| TRUST INTEGRITAS | 99-2058408 | NAPLES, FL | CONSULTANT | $7K | — |
Investments
1 direct security · 26 pooled funds· $9.0M(100% of reported assets)
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.
Common Collective Trust
$8.9M
26 holdings
Uncategorized
$60K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.4M | 27.1% | |
| FLEXPATH INDEX MODERATE 2045 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $1.8M | 19.5% | |
| FLEXPATH INDEX MODERATE 2035 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.4M | 15.5% | |
| FLEXPATH INDEX MODERATE 2065 FUND C GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $1.3M | 14.8% | |
| FLEXPATH INDEX MODERATE RET FD CL T GREAT GRAY TRUST COMPANY, LLC · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $491K | 5.5% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $370K | 4.1% | |
| STABLE VALUE CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $223K | 2.5% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $193K | 2.1% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $94K | 1.0% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $84K | 0.9% | |
| MID CAP GROWTH FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $82K | 0.9% | |
| BLACKROCK U.S. DEBT INDEX CL 1 GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $63K | 0.7% | |
| flexPATH Index Conservative 2055 Fund Common Collective Trust 455 Cash - noninterest bearing | — | — | — | $60K | 0.7% | |
| MID CAP VALUE FUND FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $54K | 0.6% | |
| LARGE CAP VALUE FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $53K | 0.6% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $53K | 0.6% | |
| FLEXPATH INDEX AGGRESSIVE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $49K | 0.5% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $48K | 0.5% | |
| FLEXPATH INDEX AGGRESSIVE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $39K | 0.4% | |
| FLEXPATH INDEX AGGRESSIVE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $30K | 0.3% | |
| FLEXPATH INDEX AGGRESSIVE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $30K | 0.3% | |
| RELIANCE TRUST STABLE VALUE FUND - RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% | |
| CORE PLUS BOND FUND CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $15K | 0.2% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY TRUST COMPANY, LLC · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $918 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY TRUST COMPANY, LLC · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $912 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2065 FU GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $762 | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2055 FU GREAT GRAY TRUST COMPANY, LLC · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $455 | <0.1% |
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