Michael Grismer signed Legends Hospitality, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legends Hospitality, LLC's EIN is 26-3393272.
Download the official 2024 Form 5500 (PDF) for Legends Hospitality, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legends Hospitality, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 23-2384840 | — | ADVISOR | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock, Inc. BlackRock LifePath Index 2055 Fund Class K Shares | Common Stocks | — | — | $12.7M | 12.0% | |
| BlackRock, Inc. BlackRock LifePath Index 2050 Fund Class K Shares | Common Stocks | — | — | $11.2M | 10.6% | |
| BlackRock, Inc. BlackRock LifePath Index 2045 Fund Class K Shares | Common Stocks | — | — | $10.5M | 9.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.8M | 9.2% | |
| BlackRock, Inc. BlackRock LifePath Index Retirement Fund Class K Shares | Common Stocks | — | — | $8.2M | 7.7% | |
| BlackRock, Inc. BlackRock LifePath Index 2035 Fund Class K Shares | Common Stocks | — | — | $7.9M | 7.4% | |
| BlackRock, Inc. BlackRock LifePath Index 2040 Fund Class K Shares | Common Stocks | — | — | $7.1M | 6.7% | |
| BlackRock, Inc. BlackRock LifePath Index 2060 Fund Class K Shares | Common Stocks | — | — | $5.3M | 5.0% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $5.0M | 4.8% | |
| BlackRock, Inc. BlackRock LifePath Index 2030 Fund Class K Shares | Common Stocks | — | — | $4.8M | 4.5% | |
| American Funds American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $2.8M | 2.6% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Fund I Class | Mutual Funds | — | — | $2.4M | 2.2% | |
| Notes receivable from participants Various interest rates from 4.25% - 9.50% | Bonds / Notes | — | — | $2.1M | 2.0% | |
| Dodge & Cox Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $2.1M | 1.9% | |
| Common collective trust - Wilmington Trust Wilmington Trust Galliard Retirement Income Fund 35 | Common Collective Trusts | — | — | $2.0M | 1.9% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.0M | 1.9% | |
| Principal Financial Group Principal Midcap Fund R6 | Common Stocks | — | — | $1.9M | 1.8% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund | Other securities | — | — | $1.6M | 1.5% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 1.3% | |
| Prudential High-Yield Fund Class Q | Other securities | — | — | $1.3M | 1.2% | |
| JP Morgan JPMorgan Core Plus Bond Fund Class R6 | Other securities | — | — | $1.3M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| BlackRock, Inc. BlackRock LifePath Index 2065 Fund Class K Shares | Common Stocks | — | — | $867K | 0.8% | |
| Massachusetts Financial Services MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $801K | 0.8% | |
| Undiscovered Managers Funds Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $538K | 0.5% | |
| American Funds American Funds New World Fund Class R6 | Mutual Funds | — | — | $247K | 0.2% | |
| Fidelity Investments Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $211K | 0.2% | |
| Valkyrie Funds Valkyrie Bitcoin Miners ETF | Other securities | — | — | $70K | <0.1% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $64K | <0.1% | |
| Nuveen NASDAQ 100 Dynamic Over Com SHS | Mutual Funds | — | — | $60K | <0.1% | |
| Fidelity Investments Fidelity MSCI Energy Index | Mutual Funds | — | — | $50K | <0.1% | |
| State Street Global Advisors Sector SPDR Trust Shares Beneficial Interest Technology | Other securities | — | — | $48K | <0.1% | |
| Vanguard Index FDS | Mutual Funds | — | — | $47K | <0.1% | |
| Fidelity Investments Fidelity Cash Reserves | Mutual Funds | — | — | $46K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund | Mutual Funds | — | — | $45K | <0.1% | |
| PIMCO Corporate Opportunity Fund | Mutual Funds | — | — | $40K | <0.1% | |
| VanEck Vectors ETF TR Mortgage REIT Income | Common Stocks | — | — | $39K | <0.1% | |
| Fidelity Investments Fidelity 500 Index Institutional Premium | Common Collective Trusts | — | — | $37K | <0.1% | |
| BlackRock, Inc. iShares Bitcoin TR SHS | Common Stocks | — | — | $33K | <0.1% | |
| State Street Global Advisors Select Sector SPDR TR RL EST SEL SEC | Other securities | — | — | $33K | <0.1% | |
| Volatility Shares LLC Volatility SHS Trust 2X Bitcoin Strategy | Common Stocks | — | — | $33K | <0.1% | |
| Guggenheim Funds Guggenheim Strategic Opportunities Fund | Other securities | — | — | $30K | <0.1% | |
| JP Morgan JP Morgan Exchange Traded Fund Betabuilders | Other securities | — | — | $29K | <0.1% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $21K | <0.1% | |
| North Square Investments North Square Multi Strategy I | Other securities | — | — | $16K | <0.1% | |
| Principal Financial Group PFG American Funds Growth Strategy | Mutual Funds | — | — | $14K | <0.1% | |
| S & P S & P 500 Depository Receipt | Common Collective Trusts | — | — | $11K | <0.1% | |
| Principal Financial Group PFG American Funds Cons Inc Strategy | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Blue Chip Growth | Mutual Funds | — | — | $2K | <0.1% | |
| ALPS Funds ALPS ETF Trust Alerian MLP ETF | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
