Nancy Spaeth signed Legend Valve & Fitting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legend Valve & Fitting, Inc.'s EIN is 38-2811840.
Download the official 2024 Form 5500 (PDF) for Legend Valve & Fitting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legend Valve & Fitting, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds IncPrin LifeTime 2045 R5 Fund | Other securities | — | $0 | $3.9M | 24.2% | |
| Principal Funds IncPrin LifeTime 2060 R5 Fund | Other securities | — | $0 | $1.9M | 12.0% | |
| Principal Funds IncPrin LifeTime 2050 R5 Fund | Other securities | — | $0 | $1.8M | 11.1% | |
| Principal Funds IncPrin SmCap S&P 600 Idx R5 Fund | Common Collective Trusts | — | $0 | $1.3M | 8.1% | |
| Principal Funds IncPrin LifeTime 2065 R5 Fund | Other securities | — | $0 | $1.3M | 8.0% | |
| Principal Funds IncPrin LifeTime 2040 R5 Fund | Other securities | — | $0 | $1.1M | 7.1% | |
| Principal Funds IncPrin LifeTime 2055 R5 Fund | Other securities | — | $0 | $1.0M | 6.2% | |
| Principal Funds IncPrin LifeTime 2035 R5 Fund | Other securities | — | $0 | $873K | 5.4% | |
| Principal Funds IncPRIN LIFETIME 2070 R5 FUND | Other securities | — | $0 | $830K | 5.1% | |
| Principal Funds IncPrin LifeTime 2020 R5 Fund | Other securities | — | $0 | $611K | 3.8% | |
| Principal Funds IncPRIN LIFETIME 2015 R5 FUND | Other securities | — | $0 | $557K | 3.4% | |
| Principal Funds IncPrin LifeTime 2025 R5 Fund | Other securities | — | $0 | $359K | 2.2% | |
| Principal Funds IncPrin LifeTime 2030 R5 Fund | Other securities | — | $0 | $233K | 1.4% | |
| JP Morgan FundsJP Morgan US Equity A Fund | Other securities | — | $0 | $99K | 0.6% | |
| Principal Life Insurance CompanyPrin Fixed Inc Guar Option | Common Stocks | — | $0 | $67K | 0.4% | |
| Principal Funds IncPrin LifeTime Str Inc R5 Fund | Common Stocks | — | $0 | $52K | 0.3% | |
| OppenheimerInv Global A Fd | Mutual Funds | — | $0 | $49K | 0.3% | |
| Principal Funds IncPrincipal MidCap R5 Fund | Other securities | — | $0 | $49K | 0.3% | |
| PGIM InvestmentsPGIM Total Ret Bond A Fd | U.S. Treasuries | — | $0 | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
