Leonard Services, Inc.'s EIN is 95-2691256.
Download the official 2022 Form 5500 (PDF) for Leonard Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Leonard Services, Inc.'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $160 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.1M | 93.4% | |
| TIAA-CREF Lifecycle Index 2025 Fund N/A | Mutual Funds | — | — | $175K | 15.3% | |
| TIAA-CREF Lifecycle Index 2030 Fund N/A | Mutual Funds | — | — | $149K | 13.1% | |
| TIAA-CREF Lifecycle Index 2040 Fund N/A | Mutual Funds | — | — | $110K | 9.6% | |
| TIAA-CREF Lifecycle Index 2055 Fund N/A | Mutual Funds | — | — | $85K | 7.5% | |
| American United Life Insurance Company Fixed Income Account Fund N/A | Common Stocks | — | — | $71K | 6.2% | |
| TIAA-CREF Lifecycle Index 2050 Fund N/A | Mutual Funds | — | — | $68K | 5.9% | |
| TIAA-CREF Large-Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $58K | 5.1% | |
| TIAA-CREF Lifecycle Index 2035 Fund N/A | Mutual Funds | — | — | $58K | 5.1% | |
| TIAA-CREF Lifecycle Index 2045 Fund N/A | Mutual Funds | — | — | $58K | 5.1% | |
| TIAA-CREF Lifecycle Index 2020 Fund N/A | Mutual Funds | — | — | $46K | 4.0% | |
| State Street Short Term S&P 500 Index Fund N/A | Common Collective Trusts | — | — | $33K | 2.9% | |
| TIAA-CREF Lifecycle Index 2060 Fund N/A | Mutual Funds | — | — | $31K | 2.7% | |
| Vanguard Short Term Federal Investor Fund N/A | Mutual Funds | — | — | $29K | 2.5% | |
| AB Discovery AB Discovery Grth R N/A | Other securities | — | — | $26K | 2.3% | |
| TIAA-CREF Lifecycle Index 2010 Fund N/A | Mutual Funds | — | — | $24K | 2.1% | |
| Columbia Dividend Income Fund N/A | Other securities | — | — | $21K | 1.8% | |
| American Funds Europacific Growth Fund N/A | Mutual Funds | — | — | $21K | 1.8% | |
| TIAA-CREF Lifecycle Index 2015 Fund N/A | Mutual Funds | — | — | $16K | 1.4% | |
| Oppenheimer Total Return Bond Fund N/A | Mutual Funds | — | — | $16K | 1.4% | |
| Franklin Small Cap Value Fund N/A | Mutual Funds | — | — | $10K | 0.9% | |
| Blackrock Mid-Cap Growth Equity Fund N/A | Other securities | — | — | $9K | 0.8% | |
| DWS Real Estate Security Fund N/A | Other securities | — | — | $9K | 0.8% | |
| American Funds American New Perspective R4 N/A | Mutual Funds | — | — | $7K | 0.6% | |
| Blackrock Russell 2000 Index Fund N/A | Common Collective Trusts | — | — | $6K | 0.5% | |
| American Funds American Balanced Fund N/A | Mutual Funds | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
