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Original filing (PDF)20250917100447NAL0000174115001
ALEGACY GROUP
Form 5500
FILING_RECEIVED
ALEGACY GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
247
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
26 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.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEGACY GROUP.
Plan sponsor
Name
ALEGACY GROUP
EIN
46-3548736
Address
1475 ALEGACY PLACE · WALLER, TX · 77484
Phone
(832) 916-3797
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
26 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 12.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.5M | 11.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.5M | 11.4% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.3M | 10.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 9.3% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $731K | 5.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $685K | 5.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $620K | 4.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $582K | 4.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $546K | 4.3% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $515K | 4.0% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $467K | 3.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $332K | 2.6% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 | — | — | — | $223K | 1.8% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $194K | 1.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $173K | 1.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $138K | 1.1% | |
| Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $137K | 1.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $107K | 0.8% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $105K | 0.8% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $63K | 0.5% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $59K | 0.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $35K | 0.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $23K | 0.2% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $11K | <0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $8K | <0.1% |