Kirsten Curry signed Leading Plan Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leading Plan Solutions, Inc.'s EIN is 86-2271858.
Download the official 2024 Form 5500 (PDF) for Leading Plan Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leading Plan Solutions, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | — | RECORDKEEPER | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HFM INVESTMENT ADVISORS, LLC | 82-1797253 | — | ADVISOR | $22K | — |
| TRUST INTEGRITAS | 99-2058408 |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Common Collective Trusts | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NAPLES, FL |
| CONSULTANT |
| $7K |
| — |
