James B. Sharp signed Leeds West Operating Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leeds West Operating Group, LLC's EIN is 87-3873457.
Download the official 2024 Form 5500 (PDF) for Leeds West Operating Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leeds West Operating Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH ADVISORS GROUP LLC | 20-4922484 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.7M | 30.0% | |
| AMERICAN FUNDS FUNDAMENTAL INVST R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.8% | |
| AMERICAN FUNDS GROWTH FND AMER R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.0M | 6.7% | |
| FIDELITY 500 INDEX FUND VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $816K | 5.2% | |
| AMERICAN FUNDS 2035 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $815K | 5.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $708K | 4.5% | |
| American Funds 2020 Target Date Retirement Fund - Class R-6 Pooled separate account 96 American Funds 2010 Target Date Retirement Fund - Class R-6 Pooled separate account 96 * Voya Fixed Income Account Guaranteed investment contract | Stable Value | — | — | $561K | 3.6% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $515K | 3.3% | |
| AMERICAN FUNDS 2050 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $423K | 2.7% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $405K | 2.6% | |
| FIDELITY ADV FOCUSED EMRG MKTS FD Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $380K | 2.4% | |
| Vanguard International Growth Fund - Admiral Shares Pooled separate account | Pooled Separate Accounts | — | — | $362K | 2.3% | |
| VANGRD INTL GRW FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $362K | 2.3% | |
| Various maturity dates through November 2029; secured by participants’ vested account balances; * Notes Receivable From Participants interest rates from 5.25% to 10.50% | Bonds / Notes | — | — | $358K | 2.3% | |
| VICTORY SYCMR ESTABLISHED VALUE F R VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $352K | 2.3% | |
| COLUMBIA DIVIDEND INCOME FD I3 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $310K | 2.0% | |
| AMERICAN FUNDS 2040 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $308K | 2.0% | |
| VY COLUMBIA SM CAP VAL II PT R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $308K | 2.0% | |
| BLACKROCK MID-CAP GRW EQ POR K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $295K | 1.9% | |
| AMERICAN FUNDS 2030 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $273K | 1.8% | |
| AMERICAN FUNDS 2060 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $207K | 1.3% | |
| PIMCO REAL RETURN FUND INST VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $194K | 1.2% | |
| VANGUARD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $190K | 1.2% | |
| JPMorgan Large Cap Growth Fund - Class R6 Shares Pooled separate account | Pooled Separate Accounts | — | — | $177K | 1.1% | |
| JPMORGAN LGCP GRW FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $177K | 1.1% | |
| AMERICAN FUNDS 2045 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $168K | 1.1% | |
| AMERICAN FUNDS 2055 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $150K | 1.0% | |
| BLACKROCK EQUITY DIVIDEND FUND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $143K | 0.9% | |
| Vanguard High-Yield Corporate Fund - Admiral Shares Pooled separate account | Pooled Separate Accounts | — | — | $94K | 0.6% | |
| VANGRD HIGH-YD CORP FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $94K | 0.6% | |
| COHEN&STEERS REAL EST S FD Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $92K | 0.6% | |
| JPMORGAN SMCP GROWTH FND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $91K | 0.6% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) - Class I Pooled separate account | Pooled Separate Accounts | — | — | $41K | 0.3% | |
| PIMCO INTL BD FD US DL-HDG I VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $41K | 0.3% | |
| AMERICAN FUNDS 2025 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| AMERICAN FUNDS 2065 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8K | <0.1% | |
| VOYA GOV MONEY MKT FND A (HOLD ACCT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $804 | <0.1% | |
| AMERICAN FUNDS 2020 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $96 | <0.1% | |
| AMERICAN FUNDS 2015 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $96 | <0.1% | |
| AMERICAN FUNDS 2010 TARGET DATE R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $96 | <0.1% |
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 |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-3297908 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPA SERVICES, INC. | — | CENTENNIAL, CO | THIRD PARTY ADMINISTRATO | $0 | — |
