Legacy Restaurant Group, L.L.C.'s EIN is 43-1824787.
Download the official 2024 Form 5500 (PDF) for Legacy Restaurant Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Restaurant Group, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAX FAVORED BENEFITS, INC. | 48-0912395 | — | THIRD PARTY ADMIN | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G-2 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 500 | Pooled Separate Account | — | — | $1.2M | 91.5% | |
| Ameritas Life Insurance C ompany C VT S&P 500 Index Portfolio American C entury | Common Collective Trusts | — | — | $195K | 15.0% | |
| Ameritas Life Insurance C ompany Strategic Income, C lass A | Other securities | — | — | $107K | 8.2% | |
| Ameritas Life Insurance C ompany C ap Growth Fund, C lass R3 T. Rowe Price Mid | Other securities | — | — | $105K | 8.1% | |
| Ameritas Life Insurance C ompany Investment Grade Bond, C lass Y TC W Metwest | Other securities | — | — | $91K | 7.1% | |
| Ameritas Life Insurance C ompany MFS Total Return, C lass R3 Fidelity VIP | Mutual Funds | — | — | $79K | 6.1% | |
| Ameritas Life Insurance C ompany Guaranteed deposit account** | Other securities | — | — | $74K | 5.7% | |
| Ameritas Life Insurance C ompany JPMorgan Equity Income, C lass R3 | Other securities | — | — | $73K | 5.6% | |
| Ameritas Life Insurance C ompany C ap Growth, Advisor C lass American C entury | Other securities | — | — | $65K | 5.0% | |
| Ameritas Life Insurance C ompany Duration Income, C lass I C vt Investment | Other securities | — | — | $49K | 3.8% | |
| Ameritas Life Insurance C ompany C alvert High Yield, C lass I | Other securities | — | — | $40K | 3.1% | |
| Ameritas Life Insurance C ompany Small C ap Value, Investor C lass C vt Russell 2000 | Common Collective Trusts | — | — | $36K | 2.8% | |
| Ameritas Life Insurance C ompany C alvert VP Sri Balanced | Other securities | — | — | $34K | 2.6% | |
| Ameritas Life Insurance C ompany Government Money Market Portfolio Guaranteed | Cash / Money Market | — | — | $33K | 2.6% | |
| Ameritas Life Insurance C ompany Retirement 2035, Advisor C lass T. Rowe Price | Other securities | — | — | $32K | 2.5% | |
| Ameritas Life Insurance C ompany C alvert Equity Fund, C lass I Jpmorgan Large | Other securities | — | — | $27K | 2.1% | |
| Ameritas Life Insurance C ompany C ap Value, Advisor C lass C vt S&P Midcap | Other securities | — | — | $25K | 1.9% | |
| Ameritas Life Insurance C ompany Total Return Bond Fund, C lass M Fidelity Advisor | Mutual Funds | — | — | $18K | 1.4% | |
| Ameritas Life Insurance C ompany Retirement 2050 ,Advisor C lass T. Rowe Price | Other securities | — | — | $16K | 1.3% | |
| Ameritas Life Insurance C ompany Retirement 2040, Advisor C lass T. Rowe Price | Other securities | — | — | $16K | 1.2% | |
| Ameritas Life Insurance C ompany Intrinsic Value Fund, C lass R3 | Other securities | — | — | $16K | 1.2% | |
| Ameritas Life Insurance C ompany New Perspective Fund, C lass R-4 Thornburg | Other securities | — | — | $13K | 1.0% | |
| Ameritas Life Insurance C ompany 400 Index Portfolio, C lass I T. Rowe Price Mid | Other securities | — | — | $13K | 1.0% | |
| Ameritas Life Insurance C ompany Grade Bond Index Portfolio, C lass I Loomis Sayles | Other securities | — | — | $12K | 0.9% | |
| Ameritas Life Insurance C ompany Baron Small C ap, Retail Shares Neuberger | Other securities | — | — | $12K | 0.9% | |
| Ameritas Life Insurance C ompany Retirement 2045, Advisor C lass T. Rowe Price | Other securities | — | — | $12K | 0.9% | |
| Ameritas Life Insurance C ompany International Equity Fund, C lass R4 Mfs International | Mutual Funds | — | — | $11K | 0.8% | |
| Ameritas Life Insurance C ompany Berman Genesis, Investor C lass American Funds | Mutual Funds | — | — | $10K | 0.8% | |
| Ameritas Life Insurance C ompany Growth, Investor C lass | Other securities | — | — | $10K | 0.8% | |
| Ameritas Life Insurance C ompany Retirement 2055, Advisor C lass T. Rowe Price | Other securities | — | — | $9K | 0.7% | |
| Ameritas Life Insurance C ompany Retirement 2030, Advisor C lass T. Rowe Price | Other securities | — | — | $9K | 0.7% | |
| Ameritas Life Insurance C ompany Small C ap Index Portfolio, C lass I Wasatch Small | Other securities | — | — | $6K | 0.4% | |
| Ameritas Life Insurance C ompany Retirement 2060, Advisor C lass T. Rowe Price 70 * Ameritas Life Insurance C ompany Retirement 2065 Fund, Advisor C lass | Other securities | — | — | $5K | 0.4% | |
| Ameritas Life Insurance C ompany C ap Value, Investor C lass | Other securities | — | — | $5K | 0.4% | |
| Ameritas Life Insurance C ompany T. Rowe Price Retirement 2025, Advisor C lass | 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.