The Legacy Senior Communities, Inc.'s EIN is 03-0435268.
Download the official 2024 Form 5500 (PDF) for The Legacy Senior Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Legacy Senior Communities, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IMA WEALTH, INC. | 48-1233289 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $4.6M | 53.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $882K | 10.2% | |
| Vanguard Interim-Term Treasury Admiral | Mutual Funds | — | — | $482K | 5.6% | |
| MFS Growth R6 | Mutual Funds | — | — | $467K | 5.4% | |
| TIAA TIAA-CREF Lifecycle Index 2060 I | Mutual Funds | — | — | $362K | 4.2% | |
| Hartford Schroders International Stock | Other securities | — | — | $344K | 4.0% | |
| Noninterest bearing cash 16 * Standard Insurance Standard Stable Asset Fund A | Cash / Money Market | — | — | $334K | 3.8% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $238K | 2.7% | |
| Participant loans Various maturity dates through March 2033; interest at 3.25% to 8.50% | Bonds / Notes | — | — | $148K | 1.7% | |
| TIAA TIAA-CREF Lifecycle Index 2045 I | Mutual Funds | — | — | $132K | 1.5% | |
| American Funds American Funds Europacific | Mutual Funds | — | — | $124K | 1.4% | |
| Thrivent Mutual Thrivent Mutual Fund Mid Cap | Other securities | — | — | $111K | 1.3% | |
| Janus Henderson Janus Enterprise I | Mutual Funds | — | — | $84K | 1.0% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $83K | 1.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $49K | 0.6% | |
| Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $44K | 0.5% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $38K | 0.4% | |
| TIAA TIAA-CREF Lifecycle Index 2050 I | Mutual Funds | — | — | $32K | 0.4% | |
| Vanguard Interim-Term Bond Index Admiral | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Specialized Real Estate Index | Mutual Funds | — | — | $19K | 0.2% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | — | $19K | 0.2% | |
| TIAA TIAA-CREF Lifecycle Index 2035 I | Mutual Funds | — | — | $17K | 0.2% | |
| TIAA TIAA-CREF Lifecycle Index 2030 I | Mutual Funds | — | — | $12K | 0.1% | |
| TIAA TIAA-CREF Lifecycle Index 2040 I | Mutual Funds | — | — | $7K | <0.1% | |
| TIAA TIAA-CREF Lifecycle Index 2020 I | Mutual Funds | — | — | $3K | <0.1% | |
| TIAA TIAA-CREF Lifecycle Index 2055 I | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
