Linda Manning signed Legacy, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy, LLC's EIN is 47-2413816.
Download the official 2024 Form 5500 (PDF) for Legacy, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | INVESTMENT ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 I | Mutual Funds | — | — | $1.7M | 35.7% | |
| T. Rowe Price Retirement 2020 I | Other securities | — | — | $570K | 11.6% | |
| T. Rowe Price Retirement 2035 I | Other securities | — | — | $401K | 8.2% | |
| Black Rock Ishares S&P 500 Index K | Common Collective Trusts | — | — | $288K | 5.9% | |
| T. Rowe Price Retirement 2045 I | Other securities | — | — | $191K | 3.9% | |
| T. Rowe Price Retirement 2050 I | Other securities | — | — | $166K | 3.4% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $161K | 3.3% | |
| T. Rowe Price Blue Chip Growth I | Other securities | — | — | $137K | 2.8% | |
| T. Rowe Price Retirement 2040 I | Other securities | — | — | $103K | 2.1% | |
| T. Rowe Price Retirement 2060 I | Other securities | — | — | $95K | 1.9% | |
| T. Rowe Price Retirement 2055 I | Other securities | — | — | $44K | 0.9% | |
| Fidelity Advisor Small Cap Growth Z | Mutual Funds | — | — | $28K | 0.6% | |
| T. Rowe Price Retirement 2010 I | Other securities | — | — | $14K | 0.3% | |
| T. Rowe Price Retirement 2065 I | Other securities | — | — | $13K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REHMANN LLC DBA REHMANN FINANCIAL | — | SAGINAW, MI | AUDITOR | $16K | — |
