Carlos M. Alvarado signed Leonard Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Leonard Holding Company's EIN is 88-0329816.
Download the official 2024 Form 5500 (PDF) for Leonard Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Leonard Holding Company'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | -$11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-4674085 | — | ADVISOR | $42K | — |
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