LISA Goren signed Legacy Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy Health's EIN is 23-7426300.
Download the official 2024 Form 5500 (PDF) for Legacy Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Health's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER ADVISO | $189K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $87.9M | 10.8% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $82.0M | 10.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $77.5M | 9.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $73.7M | 9.0% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $64.0M | 7.8% | |
| VANGUARD INSTITUTIONAL INDEX INSTITUTIONAL PLUS SHARES Registered investment company | Mutual Funds | — | — | $60.8M | 7.4% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $45.0M | 5.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $39.6M | 4.8% | |
| Lincoln Stable Value Account -Z95 Guaranteed investment contract P | Stable Value | — | — | $27.0M | 3.3% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 Collective trust | Common Collective Trusts | — | — | $25.5M | 3.1% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $25.5M | 3.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 Collective trust | Common Collective Trusts | — | — | $24.1M | 3.0% | |
| FIAM CORE PLUS CIT CLASS I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $24.1M | 3.0% | |
| JPMORGAN LARGE CAP GROWTH CLASS R6 Registered investment company | Common Stocks | — | — | $22.1M | 2.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX INSTITUTIONAL SHARES Collective trust | Common Collective Trusts | — | — | $15.2M | 1.9% | |
| MFS MID CAP GROWTH CT WILMINGTON TRUST, N.A. · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $15.2M | 1.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS CLASS R6 Registered investment company | Mutual Funds | — | — | $14.8M | 1.8% | |
| VANGUARD EXTENDED MARKET INDEX INSTITUTIONAL SHARES Collective trust | Common Collective Trusts | — | — | $13.5M | 1.7% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX INSTITUTIONAL SHARES Registered investment company | Mutual Funds | — | — | $11.5M | 1.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE CLASS R6 Collective trust | Common Collective Trusts | — | — | $10.6M | 1.3% | |
| VANGUARD TARGET RETIRE TRUST PLUS I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $10.6M | 1.3% | |
| VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY R6 Collective trust | Common Collective Trusts | — | — | $7.9M | 1.0% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $7.9M | 1.0% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES Collective trust | Common Collective Trusts | — | — | $7.4M | 0.9% | |
| MFS MID CAP VALUE CT WILMINGTON TRUST, N.A. · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.4M | 0.9% | |
| VANGUARD EXTENDED MARKET INDEX INSTITUTIONAL SHARES Registered investment company | Mutual Funds | — | — | $6.8M | 0.8% | |
| Schwab Self Directed Brokerage Account Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $6.5M | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE CLASS R6 Registered investment company | Mutual Funds | — | — | $6.3M | 0.8% | |
| VICTORY SYCAMORE SMALL COMPANY OPPORTUNITY R6 Registered investment company | Common Stocks | — | — | $4.3M | 0.5% | |
| VANGUARD TARGET RETIRE TRUST PLUS 2 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.3% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL SHARES Registered investment company | Mutual Funds | — | — | $51K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES Collective trust | Common Collective Trusts | — | — | $30K | <0.1% | |
| MASSMUTUAL SMALL CAP GROWTH EQUITY GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $30K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2050 INVESTOR SHARES Registered investment company | Mutual Funds | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2030 INVESTOR SHARES Registered investment company | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
