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Original filing (PDF)20251014122500NAL0003922816001
LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES
Form 5500
FILING_RECEIVED
LEGACY INDUSTRIES, INC. 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
320
Accounts w/ balance
173
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES.
Plan sponsor
Name
LOUCA MOLD AND AEROSPACE MACHINING, INC. DBA LEGACY INDUSTRIES
EIN
38-2026714
Address
1925 TAYLOR RD. · AUBURN HILLS, MI · 48326
Phone
(248) 391-1616
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| GREAT LAKES PENSION ASSOCIATES, INC | 38-2438760 | FARMINGTON HILLS, MI | — | $4K | — |
| MORNINGSTAR | 36-3297908 | — | INVESTMENT AD VISORY | $0 | — |
Investments
34 direct securities · 1 pooled fund· $14.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.6M
34 holdings
Pooled Separate Account
$7.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $7.4M | 95.1% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2030 Portfolio Z | — | — | — | $1.1M | 14.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2035 Portfolio Z | — | — | — | $1.1M | 13.7% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund Adm | — | — | — | $902K | 11.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2045 Portfolio Z | — | — | — | $641K | 8.3% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2025 Portfolio Z | — | — | — | $595K | 7.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2040 Portfolio Z | — | — | — | $439K | 5.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2050 Portfolio Z | — | — | — | $301K | 3.9% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2055 Portfolio Z | — | — | — | $248K | 3.2% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution Income Port Z | — | — | — | $234K | 3.0% | |
| to 10.50% with various maturities through 2029 | — | — | — | $194K | 2.5% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $189K | 2.4% | |
| Voya Retirement Insurance and Annuity Company American Funds Nw Prspctv R6 | — | — | — | $181K | 2.3% | |
| Voya Retirement Insurance and Annuity Company American Century Ultra Fund R6 Class | — | — | — | $178K | 2.3% | |
| Voya Retirement Insurance and Annuity Company JPMorgan US Equity Fund R6 | — | — | — | $155K | 2.0% | |
| Voya Retirement Insurance and Annuity Company American Funds Am Balanced R6 | — | — | — | $145K | 1.9% | |
| Voya Retirement Insurance and Annuity Company Vanguard Small-Cap Index Fund Adm | — | — | — | $136K | 1.8% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund Adm | — | — | — | $94K | 1.2% | |
| Voya Retirement Insurance and Annuity Company Franklin Small Cap Value Fund R6 | — | — | — | $89K | 1.1% | |
| Voya Retirement Insurance and Annuity Company American Funds New World R6 | — | — | — | $85K | 1.1% | |
| Voya Retirement Insurance and Annuity Company MFS International Growth Fund R6 | — | — | — | $81K | 1.0% | |
| Voya Retirement Insurance and Annuity Company iShares MSCI EAFE Index Fund K | — | — | — | $58K | 0.7% | |
| Voya Retirement Insurance and Annuity Company DFA Global Real Estate Sec Port Inst | — | — | — | $48K | 0.6% | |
| Voya Retirement Insurance and Annuity Company Victory Sycmr Established Value F | — | — | — | $48K | 0.6% | |
| Voya Retirement Insurance and Annuity Company PIMCO Income Fund Inst | — | — | — | $47K | 0.6% | |
| Voya Retirement Insurance and Annuity Company DFA Inflat-Prot Securities Prot Inst | — | — | — | $46K | 0.6% | |
| Voya Retirement Insurance and Annuity Company American Funds Cap Wld G&I R6 | — | — | — | $43K | 0.5% | |
| Voya Retirement Insurance and Annuity Company MFS Mid Cap Growth Fund R6 | — | — | — | $38K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Prudential High Yield Fund Q | — | — | — | $38K | 0.5% | |
| Voya Retirement Insurance and Annuity Company MFS Total Return Bond Fund R6 | — | — | — | $31K | 0.4% | |
| Voya Retirement Insurance and Annuity Company American Funds Cap In Bld R6 | — | — | — | $31K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Neuberg Berm Genesis Fund R6 | — | — | — | $31K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2065 Portfolio Z | — | — | — | $12K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Invesco Comstock Fund R6 | — | — | — | $11K | 0.1% | |
| Voya Retirement Insurance and Annuity Company AB Global Bond Fund Z | — | — | — | $10K | 0.1% |