Original filing (PDF)20250717150538NAL0000520097001

LEGAL SERVICES CORPORATION

Name: LEGAL SERVICES CORPORATION — LEGAL SERVICES CORPORATION 403B PLAN, Form 5500 (2024)
Creator: LEGAL SERVICES CORPORATION

Form 5500

FILING_RECEIVED

LEGAL SERVICES CORPORATION 403B PLAN

403(b) retirement plan

Signals · 1

47% in single holding

Active participants

194

Accounts w/ balance

252

Plan assets (EOY)

$56.8M

Net assets (EOY)

$56.8M

How this plan invests

This plan

2 pooled trusts

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGAL SERVICES CORPORATION.

Plan sponsor

Name

LEGAL SERVICES CORPORATION

EIN

52-1039060

Address

1825 I ST. NW · STE 800 · WASHINGTON, DC · 20006

Phone

(202) 295-1574

Industry

Other Services (ex. Public Admin)see 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

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INSURANCE CO	13-1614399	—	NONE	$231	—

Investments

32 direct securities · 2 pooled funds· $107.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$53.2M

29 holdings

Pooled Separate Account

$51.5M

2 holdings

Common Stock

$2.0M

2 holdings

Bonds / Notes

$351K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$50.4M	88.7%
party collateral, par or maturity value (d) Cost (e) Current value ALGER CAP APPRECIATION INSTL Y MUTUAL FUND SHARES 0	Other securities	—	—	$5.9M	10.5%
VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$4.4M	7.8%
American United Life Insurance Company Stable Value Account	Other securities	—	—	$4.4M	7.8%
AMERICAN FUNDS AMERFDS 2035 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$4.4M	7.7%
AMERICAN FUNDS AMERFDS 2045 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$4.1M	7.2%
AMERICAN FUNDS AMERFDS 2040 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$3.6M	6.3%
AMERICAN FUNDS AMERFDS 2015 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$3.2M	5.6%
AMERICAN FUNDS AMERFDS 2050 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$3.0M	5.3%
AMERICAN FUNDS AMERFDS 2025 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.9M	5.1%
VANGUARD SMALL CAP INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$2.6M	4.6%
AMERICAN FUNDS AMERFDS 2030 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$2.3M	4.1%
NUVEEN LARGE CAP GR IDX R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.8M	3.1%
AMERICAN FUNDS AMERFDS 2055 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.2M	2.2%
SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE CO · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$1.1M	2.0%
T. ROWE PRICE TROWEPRICE EQTY INC I MUTUAL FUND SHARES 0	Common Stock	—	—	$1.1M	1.9%
NUVEEN CORE EQUITY R6 MUTUAL FUND SHARES 0	Other securities	—	—	$1.0M	1.8%
PIMCO TOTAL RETURN INSTL MUTUAL FUND SHARES 0	Other securities	—	—	$957K	1.7%
AMERICAN FUNDS AMERFDS CAP WORLD GRTH&INC R6 MUTUAL FUND SHARES 0	Common Stock	—	—	$945K	1.7%
AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0	Other securities	—	—	$933K	1.6%
LORD ABBETT LORD ABBETT VALUE OPPS R6 MUTUAL FUND SHARES 0	Other securities	—	—	$891K	1.6%
PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0	Other securities	—	—	$639K	1.1%
AMERICAN FUNDS AMERFDS 2060 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$636K	1.1%
AMERICAN FUNDS AMERFDS 2065 TRGT DATE RET R6 MUTUAL FUND SHARES 0	Other securities	—	—	$630K	1.1%
VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0	Other securities	—	—	$627K	1.1%
AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0	Other securities	—	—	$554K	1.0%
JANUS HENDERSON JAN HEN TRITON N MUTUAL FUND SHARES 0	Other securities	—	—	$438K	0.8%
INVESCO DEVELOPING MKTS R6 MUTUAL FUND SHARES 0	Other securities	—	—	$385K	0.7%
Mutual of America Life Insurance Company Interest Accumulation Fund	Other securities	—	—	$375K	0.7%
NUVEEN BOND INDEX R6 MUTUAL FUND SHARES 0	Other securities	—	—	$362K	0.6%
Participants Participant Loans Rates from 3.25% to 9.50% -	Bonds / Notes	—	—	$351K	0.6%
NUVEEN LARGE CAP VALUE IDX R6 MUTUAL FUND SHARES 0	Other securities	—	—	$346K	0.6%
AMERICAN CENTURY AMERCENT INFLATION ADJ BOND R6 MUTUAL FUND SHARES 0	Other securities	—	—	$335K	0.6%
NUVEEN REAL ESTATE SECS R6 MUTUAL FUND SHARES 0	Other securities	—	—	$107K	0.2%