JAN Kramer signed Legendary SVS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legendary SVS, LLC's EIN is 37-1915944.
Download the official 2024 Form 5500 (PDF) for Legendary SVS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legendary SVS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL NETW | 48-1305000 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEX RETIREMENT 2030 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $860K | 20.6% | |
| AMC STRAT ALLOC MOD - R6 | Registered Investment Companies | — | — | $831K | 19.9% | |
| SCHWAB INDEX RETIREMENT 2025 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $602K | 14.4% | |
| SCHWAB INDEX RETIREMENT 2040 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $310K | 7.4% | |
| STATE STREET RUSS LCG IDX NL C STATE STREET BANK & TRUST CO · EIN 04-0025081 / PN 228 | Common Collective Trust | — | — | $245K | 5.9% | |
| FID 500 IND | Registered Investment Companies | — | — | $182K | 4.4% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $149K | 3.6% | |
| SCHWAB INDEX RETIREMENT 2055 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $134K | 3.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $107K | 2.5% | |
| SCHWAB INDEX RETIREMENT 2045 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $103K | 2.5% | |
| SCHWAB INDEX RETIREMENT 2035 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $95K | 2.3% | |
| SCHWAB INDEX RETIREMENT 2050 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $90K | 2.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $71K | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $67K | 1.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $36K | 0.9% | |
| AMC STRAT ALLOC CONS - R6 | Registered Investment Companies | — | — | $35K | 0.8% | |
| AMC STRAT ALLOC AGG - R6 | Registered Investment Companies | — | — | $29K | 0.7% | |
| SCHWAB INDEX RETIREMENT 2060 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $23K | 0.6% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $21K | 0.5% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $21K | 0.5% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $19K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $14K | 0.3% | |
| STATE ST US BD IDX SEC LS XIV STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6K | 0.2% | |
| SCHWAB INDEX RETIREMENT 2010 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
