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Original filing (PDF)20251002154543NAL0000433059001
LEGACY ADVANCEMENT
Form 5500
FILING_RECEIVED
LEGACY EARLY COLLEGE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
419
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
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 (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY ADVANCEMENT.
Plan sponsor
Name
LEGACY ADVANCEMENT
EIN
46-5664419
Address
104 BROADUS AVENUE · GREENVILLE, SC · 29601
Phone
(864) 558-0626
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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)
Audit & trust (Schedule H)
Auditor
JENNINGS COOK & CO., CPAS, PA.
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 | $9K | — |
Investments
25 direct securities · 1 pooled fund· $7.1M(99% 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
$6.8M
25 holdings
Common Collective Trust
$288K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.2M | 16.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $982K | 13.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $786K | 11.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $714K | 10.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $684K | 9.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $503K | 7.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $367K | 5.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $362K | 5.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $341K | 4.8% | |
| GALLIARD RETIREMENT INCOME FD CL 35 GREAT GRAY TRUST · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $288K | 4.0% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $204K | 2.9% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $179K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $88K | 1.2% | |
| T. Rowe Price All-Cap Opport I T. Rowe Price 0 | — | — | — | $71K | 1.0% | |
| Harbor Small Cap Value Ret Harbor 0 | — | — | — | $66K | 0.9% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $45K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $44K | 0.6% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $42K | 0.6% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $27K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $25K | 0.4% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $17K | 0.2% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $17K | 0.2% | |
| Dodge & Cox Income X Dodge 0 | — | — | — | $12K | 0.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $11K | 0.1% | |
| DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $4K | <0.1% | |
| Dodge & Cox Global Bond X Dodge 0 | — | — | — | $2K | <0.1% |
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