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Original filing (PDF)20251009084438NAL0010585952001
LEGACY PHARMACEUTICAL PACKAGING, LLC
Form 5500
FILING_RECEIVED
LEGACY PHARMACEUTICAL PACKAGING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
234
Accounts w/ balance
180
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
79
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Balanced Index Fund Admiral Shares Pooled Separate Account" is 42% of plan.
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY PHARMACEUTICAL PACKAGING, LLC.
Plan sponsor
Name
LEGACY PHARMACEUTICAL PACKAGING, LLC
EIN
04-3737277
Address
13333 LAKEFRONT DR. · EARTH CITY, MO · 63045
Phone
(314) 549-8065
Industry
Retail Tradesee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $41K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $18K | — |
Investments
18 direct securities · 1 pooled fund· $16.6M(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
$8.6M
18 holdings
Pooled Separate Account
$8.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $8.0M | 93.6% | |
| Vanguard Balanced Index Fund Admiral Shares Pooled Separate Account | — | — | — | $3.6M | 41.6% | |
| Vanguard 500 Index Admiral Shares Pooled Separate Account | — | — | — | $1.1M | 13.2% | |
| MFS International Intrinsic Value Fund Class R6 Pooled Separate Account | — | — | — | $710K | 8.3% | |
| Fidelity ADV Total Bond I Pooled Separate Account | — | — | — | $691K | 8.1% | |
| Vanguard Growth Index Admiral Shares Pooled Separate Account | — | — | — | $618K | 7.2% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Pooled Separate Account | — | — | — | $501K | 5.9% | |
| Vanguard Equity-Income Fund Admiral Shares Pooled Separate Account | — | — | — | $303K | 3.5% | |
| Standard Stable Asset A Guaranteed Interest Account | — | — | — | $289K | 3.4% | |
| Maturing through November 2029 at * Notes receivable from participants interest rates ranging from 3.25%-8.50% - | — | — | — | $257K | 3.0% | |
| MFS Mid Cap Growth R6 Pooled Separate Account | — | — | — | $176K | 2.1% | |
| Vanguard Mid-Cap Value Index Fund Pooled Separate Account | — | — | — | $169K | 2.0% | |
| MFS Value Fund Class R6 Pooled Separate Account | — | — | — | $43K | 0.5% | |
| MFS Growth Fund Class R6 Pooled Separate Account | — | — | — | $39K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares Pooled Separate Account | — | — | — | $27K | 0.3% | |
| T. Rowe Price Retirement 2060 I Pooled Separate Account | — | — | — | $22K | 0.3% | |
| T. Rowe Price Retirement 2055 I Pooled Separate Account | — | — | — | $19K | 0.2% | |
| T.Rowe Price New Horizons I Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Columbia Contrarian Core Institutional Pooled Separate Account | — | — | — | $5K | <0.1% |
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