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Original filing (PDF)20250709161100NAL0013268834001
LEGGETT & PLATT, INCORPORATED
Form 5500
FILING_RECEIVED
LEGGETT & PLATT, INCORPORATED 401(K) PLAN AND TRUST AGREEMENT
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,880
Accounts w/ balance
6,305
Plan assets (EOY)
$374.5M
Net assets (EOY)
$374.5M
How this plan invests
This plan
14 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGGETT & PLATT, INCORPORATED.
Plan sponsor
Name
LEGGETT & PLATT, INCORPORATED
EIN
44-0324630
Address
PO BOX 757 · CARTHAGE, MO · 648360757
Phone
(417) 358-8131
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
025
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | NONE | $392K | — |
| RESOURCES INVESTMENT ADVISORS LLC | 43-1451524 | — | NONE | $58K | — |
| FORVIS, LLP | 44-0160260 | — | NONE | $43K | — |
Investments
9 direct securities · 14 pooled funds· $373.9M(100% of reported assets)
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.
Common Collective Trust
$234.3M
14 holdings
Uncategorized
$139.6M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund | — | — | — | $43.2M | 11.5% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $36.2M | 9.7% | |
| ALLSPRING ENHANCED STOCK MARKET CIT SEI TRUST COMPANY · EIN 56-6288528 / PN 001 | Common Collective Trust | — | — | $33.3M | 8.9% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $30.3M | 8.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $28.6M | 7.6% | |
| GALLIARD STABLE RETURN PN FUND SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $23.1M | 6.2% | |
| Dodge & Cox Dodge & Cox Stock X Fund | — | — | — | $21.8M | 5.8% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $21.3M | 5.7% | |
| Vanguard S&P Mid Cap 400 Index Fund | — | — | — | $20.0M | 5.3% | |
| Leggett & Platt, Incorporated Common stock | — | — | — | $17.1M | 4.6% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $15.5M | 4.1% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $12.2M | 3.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $11.8M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.7M | 3.1% | |
| Vanguard FTSE All World ex US Index Fund | — | — | — | $10.0M | 2.7% | |
| Baird Core Plus Bond Fund | — | — | — | $8.7M | 2.3% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $8.3M | 2.2% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $7.2M | 1.9% | |
| Notes receivable from participants with interest *^ Various Participants | — | — | — | $6.9M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.3% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $234K | <0.1% | |
| (1) See Note B of Notes to Financial Statements regarding the December 31, 2024 valuation of assets. * Investments in assets of parties-in-interest to the Plan. ^ | — | — | — | $74K | <0.1% |
