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Original filing (PDF)20250915115211NAL0001724624001
LEATHERMAN TOOL GROUP, INC.
Form 5500
FILING_RECEIVED
LEATHERMAN TOOL GROUP 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
510
Accounts w/ balance
658
Plan assets (EOY)
$46.9M
Net assets (EOY)
$46.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "T Rowe Price Collective Trust Funds Collective Trust" is 33% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEATHERMAN TOOL GROUP, INC..
Plan sponsor
Name
LEATHERMAN TOOL GROUP, INC.
EIN
93-0841712
Address
12106 NORTH EAST AINSWORTH CIRCLE · PORTLAND, OR · 97220
Phone
(503) 408-5419
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET ADVISORS LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $61K | — |
Investments
23 direct securities · 10 pooled funds· $62.6M(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.
Uncategorized
$46.4M
23 holdings
Common Collective Trust
$16.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Collective Trust Funds Collective Trust | — | — | — | $15.6M | 33.3% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $5.2M | 11.1% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $5.0M | 10.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $4.1M | 8.8% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $4.1M | 8.8% | |
| FIDELITY INTERNATIONAL INDEX Registered Investment Company | — | — | — | $3.1M | 6.6% | |
| FIDELITY TOTAL MARKET INDEX Registered Investment Company | — | — | — | $3.1M | 6.6% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $3.0M | 6.3% | |
| EI Fixed Account - Series Class I Guaranteed Investment Contract | — | — | — | $2.7M | 5.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.9M | 4.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $1.9M | 4.0% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $1.4M | 3.0% | |
| FIDELITY ADVISOR FOCUSED EMERGING MRKT Z Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| MFS MASSACHUSETTS INVESTORS GR STK R6 Registered Investment Company | — | — | — | $1.1M | 2.3% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $1.0M | 2.2% | |
| JANUS HENDERSON MULTI-SECTOR INCOME N Registered Investment Company | — | — | — | $988K | 2.1% | |
| JPMORGAN CORE BOND R6 Registered Investment Company | — | — | — | $974K | 2.1% | |
| maturing through April 2033 -0- | — | — | — | $830K | 1.8% | |
| BLACKROCK STRATEGIC GLOBAL BOND K Registered Investment Company | — | — | — | $662K | 1.4% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $661K | 1.4% | |
| BLACKROCK SUSTAINABLE ADV LRG CAP CORE K Registered Investment Company | — | — | — | $567K | 1.2% | |
| T. ROWE PRICE US HIGH YIELD I Registered Investment Company | — | — | — | $547K | 1.2% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $502K | 1.1% | |
| INVESCO SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $499K | 1.1% | |
| MFS INTL DIVERSIFICATION R6 Registered Investment Company | — | — | — | $464K | 1.0% | |
| BLACKROCK MID-CAP GROWTH EQUITY K Registered Investment Company | — | — | — | $392K | 0.8% | |
| FEDERATED HERMES KAUFMANN SMALL CP R6 Registered Investment Company | — | — | — | $368K | 0.8% | |
| FIDELITY ADV BALANCED Z Registered Investment Company | — | — | — | $328K | 0.7% | |
| AMERICAN CENTURY MID CAP VALUE R6 Registered Investment Company | — | — | — | $233K | 0.5% | |
| EMPOWER US GOVT SECURITIES FUND INST Registered Investment Company | — | — | — | $174K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $52K | 0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $43K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $16K | <0.1% |
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