Erica Peters signed Legacy Cooperative's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy Cooperative's EIN is 45-0383739.
Download the official 2024 Form 5500 (PDF) for Legacy Cooperative from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Cooperative's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $30K | — |
| AGRI-INVEST, LLC | 16-1558455 | — | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Mutual Fund N/A | Common Collective Trusts | — | — | $2.7M | 23.7% | |
| Vanguard Total International Stock Idx Instl Pls Mutual Fund N/A | Common Collective Trusts | — | — | $2.2M | 19.8% | |
| Vanguard Small-Cap Index Fund Institutional Mutual Fund N/A | Common Collective Trusts | — | — | $1.5M | 13.2% | |
| Vanguard Total Bond Market Index Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 11.3% | |
| PIMCO Total Return Fund Mutual Fund N/A | Mutual Funds | — | — | $1.2M | 10.6% | |
| Galliard Stable Asset Common Collective Trust N/A | Common Collective Trusts | — | — | $1.1M | 9.4% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund N/A | Other securities | — | — | $475K | 4.2% | |
| Vanguard Wellington Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $136K | 1.2% | |
| Vanguard Windsor II Admiral Shares Mutual Fund N/A | Mutual Funds | — | — | $132K | 1.2% | |
| Vanguard International Growth Admiral Class Mutual Fund N/A | Mutual Funds | — | — | $116K | 1.0% | |
| JPMorgan Mid Cap Value R6 Mutual Fund N/A | Other securities | — | — | $99K | 0.9% | |
| Mainstay Winslow Large Cap Growth Mutual Fund N/A | Other securities | — | — | $95K | 0.8% | |
| Maturing 2025 - 2029 * Notes receivable from participants at interest rates of 4.25% - 9.5% - | Bonds / Notes | — | — | $71K | 0.6% | |
| Vanguard Explorer Fund Mutual Fund N/A | Mutual Funds | — | — | $67K | 0.6% | |
| Vanguard Inflation Protected Sec Mutual Fund N/A | Mutual Funds | — | — | $63K | 0.6% | |
| All Spring Special Small-Cap Value Institutional Mutual Fund N/A | Other securities | — | — | $63K | 0.6% | |
| SHORT-TERM INVESTMENT FUND A S SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $49K | 0.4% | |
| Artisan International Fund Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| Dodge & Cox International Stock Fund X Mutual Fund N/A | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
