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Original filing (PDF)20251015090716NAL0004407825001
LEGEND LENDING CORP.
Form 5500
FILING_RECEIVED
LEGEND LENDING CORP. RETIREMENT TRUST
401(k) retirement plan
Active participants
76
Accounts w/ balance
114
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGEND LENDING CORP..
Plan sponsor
Name
LEGEND LENDING CORP.
EIN
20-8157645
Address
17047 EL CAMINO REAL · STE 150 · HOUSTON, TX · 77058
Phone
(832) 256-7068
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DECIMAL, INC. | — | SAN FRANCISCO, CA | THIRD PARTY RECORDKEEPER | $15K | — |
Investments
25 direct securities· $5.5M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Self Directed Brokerage Account | — | — | — | $1.1M | 18.9% | |
| (Personal Choice Retirement - PCRA) Vanguard 500 Index Admiral Shares | — | — | — | $846K | 14.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $836K | 14.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $555K | 9.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $414K | 7.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $327K | 5.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $284K | 4.9% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $246K | 4.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $182K | 3.2% | |
| Vanguard Growth Index Admiral Shares | — | — | — | $166K | 2.9% | |
| Vanguard Mid-Cap Value Index Admiral Shares | — | — | — | $161K | 2.8% | |
| Vanguard Small Cap Growth Index Admiral Shares | — | — | — | $124K | 2.2% | |
| Vanguard Total Stock Market Idx Admiral Shares | — | — | — | $62K | 1.1% | |
| Vanguard Balanced Index Admiral Shares | — | — | — | $50K | 0.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $49K | 0.8% | |
| Vanguard Total Intl Stock Index Admiral Shares | — | — | — | $32K | 0.6% | |
| Vanguard Emerging Markets Stock Idx Admiral Shares | — | — | — | $30K | 0.5% | |
| Vanguard Value Index Admiral Shares | — | — | — | $30K | 0.5% | |
| Vanguard Mid Cap Index Admiral Shares | — | — | — | $19K | 0.3% | |
| Vanguard Total Bond Market Index Admiral Shares | — | — | — | $16K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral Shares | — | — | — | $10K | 0.2% | |
| Vanguard Real Estate Index Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Small Cap Value Index Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Federal Money Market Investor | — | — | — | $3K | <0.1% | |
| Vanguard Total Internal Bond Index Admiral | — | — | — | $1K | <0.1% |
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