Cassandra Corcoran signed Legacy.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy.COM, Inc.'s EIN is 36-4342896.
Download the official 2024 Form 5500 (PDF) for Legacy.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy.COM, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GM American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $2.0M | 12.0% | |
| American Century GM American Century Ultra R6 | Other securities | — | — | $1.5M | 9.3% | |
| John Hancock John Hancock Disciplined Val R | Other securities | — | — | $1.2M | 7.1% | |
| iShares S&P 500 Index K | Common Collective Trusts | — | — | $1.2M | 6.9% | |
| The Vanguard Group Vanguard International Growth Adm | Mutual Funds | — | — | $1.0M | 6.0% | |
| Invesco Discovery Mid Cap GrowthR6 | Mutual Funds | — | — | $855K | 5.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $756K | 4.5% | |
| American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $685K | 4.1% | |
| Pax Ellevate GM Pax Ellevate Global Womens Leadsh Inv | Other securities | — | — | $670K | 4.0% | |
| GM MFS Mid Cap Value R6 | Mutual Funds | — | — | $634K | 3.8% | |
| GM Invesco Small Cap Value R6 | Mutual Funds | — | — | $595K | 3.6% | |
| DFA International Value Prt I | Mutual Funds | — | — | $569K | 3.4% | |
| JOHN HANCOCK STABLE VALUE I6 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $515K | 3.1% | |
| GM PIMCO Real Return Instl | Mutual Funds | — | — | $488K | 2.9% | |
| GM Invesco Discovery R6 | Mutual Funds | — | — | $451K | 2.7% | |
| Calvert U.S. Large Cap Core Respon Ind I | Other securities | — | — | $358K | 2.1% | |
| American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $332K | 2.0% | |
| American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $310K | 1.9% | |
| American Funds American Hi Inc Tr R6 | Mutual Funds | — | — | $301K | 1.8% | |
| American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $233K | 1.4% | |
| American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $187K | 1.1% | |
| PIMCO CommPLUS Strgty Inst | Mutual Funds | — | — | $181K | 1.1% | |
| PGIM Global Real Estate R6 | Other securities | — | — | $170K | 1.0% | |
| iShares Russell Mid-Cap Index K | Other securities | — | — | $166K | 1.0% | |
| iShares Russell 2000 SmCap Ind K | Common Collective Trusts | — | — | $129K | 0.8% | |
| iShares MSCI EAFE Intl Index K | Other securities | — | — | $106K | 0.6% | |
| American Funds Trgt Date Ret 2020 R6 * 302 American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $86K | 0.5% | |
| Vanguard Money market fund - Vanguard Fed Money Market | Mutual Funds | — | — | $84K | 0.5% | |
| iShares U.S. Aggregate Bond Index K | Other securities | — | — | $74K | 0.4% | |
| JPMorgan Small Cap Equity R6 | Other securities | — | — | $65K | 0.4% | |
| MFS Research International R6 | Mutual Funds | — | — | $61K | 0.4% | |
| American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
