Original filing (PDF)20251002122043NAL0000478993001

Legend Senior Living, LLC

Name: Legend Senior Living, LLC — Legend Senior Living, Form 5500 (2024)
Creator: Legend Senior Living, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Legend Senior Living, LLC 401(k) Plan

401(k) retirement plan · Legend Senior Living, LLC's Legend Senior Living, LLC 401(k) Plan held $11.2M in plan assets for 3,936 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

3,936

Accounts w/ balance

565

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (4th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGEND SENIOR LIVING, LLC.

Plan sponsor

Name

LEGEND SENIOR LIVING, LLC

EIN

03-0425250all filings

Address

8415 EAST 21ST STREET NORTH · WICHITA, KS · 672062951

Phone

(316) 616-6288

Industry

Health Care & Social Assistance

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

2025-10-02

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BKS RETIREMENT SERVICES	84-1921272	—	CONSULTANT	$7K	—

Investments

27 direct securities · 1 pooled fund· $10.9M(97% 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.

Mutual Funds

$10.4M

21 holdings

Common Collective Trusts

$375K

5 holdings

Other securities

$82K

1 holding

Common Collective Trust

$39K

1 holding

					% of plan
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$1.4M	12.6%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$1.3M	11.9%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.2M	10.9%
Fidelity Contrafund	Mutual Funds	—	—	$1.0M	9.1%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$967K	8.6%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$808K	7.2%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$778K	6.9%
Fidelity Balanced Fund	Mutual Funds	—	—	$468K	4.2%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$433K	3.9%
Vanguard Equity-Income Fund Admiral	Mutual Funds	—	—	$377K	3.4%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$299K	2.7%
Fidelity Small Cap Growth Fund	Mutual Funds	—	—	$259K	2.3%
Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$228K	2.0%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$203K	1.8%
Fidelity Diversified International Fund	Mutual Funds	—	—	$172K	1.5%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$157K	1.4%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$153K	1.4%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$143K	1.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$130K	1.2%
BlackRock Mid-Cap Growth Equity Portfolio Class K	Other securities	—	—	$82K	0.7%
Fidelity Freedom Retirement Fund Class K	Mutual Funds	—	—	$67K	0.6%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$53K	0.5%
Fidelity Managed Income Portfolio Class 1	Mutual Funds	—	—	$39K	0.3%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$39K	0.3%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$31K	0.3%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$27K	0.2%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$11K	<0.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$5K	<0.1%