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Original filing (PDF)20251008135343NAL0003332755001
LEGACY COOPERATIVE
Form 5500
FILING_RECEIVED
CO-OP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
113
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY COOPERATIVE.
Plan sponsor
Name
LEGACY COOPERATIVE
EIN
45-0383739
Address
5954 HWY 66 · P.O. BOX 8 · BISBEE, ND · 58317
Phone
(701) 656-3263
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $30K | — |
| AGRI-INVEST, LLC | 16-1558455 | — | NONE | $7K | — |
Investments
18 direct securities · 1 pooled fund· $11.4M(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.
Uncategorized
$11.3M
18 holdings
Common Collective Trust
$49K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Mutual Fund N/A | — | — | — | $2.7M | 23.7% | |
| Vanguard Total International Stock Idx Instl Pls Mutual Fund N/A | — | — | — | $2.2M | 19.8% | |
| Vanguard Small-Cap Index Fund Institutional Mutual Fund N/A | — | — | — | $1.5M | 13.2% | |
| Vanguard Total Bond Market Index Mutual Fund N/A | — | — | — | $1.3M | 11.3% | |
| PIMCO Total Return Fund Mutual Fund N/A | — | — | — | $1.2M | 10.6% | |
| Galliard Stable Asset Common Collective Trust N/A | — | — | — | $1.1M | 9.4% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual Fund N/A | — | — | — | $475K | 4.2% | |
| Vanguard Wellington Admiral Shares Mutual Fund N/A | — | — | — | $136K | 1.2% | |
| Vanguard Windsor II Admiral Shares Mutual Fund N/A | — | — | — | $132K | 1.2% | |
| Vanguard International Growth Admiral Class Mutual Fund N/A | — | — | — | $116K | 1.0% | |
| JPMorgan Mid Cap Value R6 Mutual Fund N/A | — | — | — | $99K | 0.9% | |
| Mainstay Winslow Large Cap Growth Mutual Fund N/A | — | — | — | $95K | 0.8% | |
| Maturing 2025 - 2029 * Notes receivable from participants at interest rates of 4.25% - 9.5% - | — | — | — | $71K | 0.6% | |
| Vanguard Explorer Fund Mutual Fund N/A | — | — | — | $67K | 0.6% | |
| Vanguard Inflation Protected Sec Mutual Fund N/A | — | — | — | $63K | 0.6% | |
| All Spring Special Small-Cap Value Institutional Mutual Fund N/A | — | — | — | $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 | — | — | — | $8K | <0.1% | |
| Dodge & Cox International Stock Fund X Mutual Fund N/A | — | — | — | $8K | <0.1% |
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