How big is Legitscript, LLC's plan?

Legitscript, LLC's plan reported $14.2M in assets and 218 participants for 2024.

Original filing (PDF)20250925191343NAL0007904849001

Legitscript, LLC

Name: Legitscript, LLC — Legitscript 401(k) Profit Sharing, Form 5500 (2024)
Creator: Legitscript, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Legitscript 401(k) Profit Sharing Plan

401(k) retirement plan · Legitscript, LLC's Legitscript 401(k) Profit Sharing Plan held $14.2M in plan assets for 218 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

218

Accounts w/ balance

282

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

LEAH Schlegel signed Legitscript, LLC's 2024 Form 5500 as plan administrator.

LEAH Schlegel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legitscript, LLC's EIN is 56-2656515.

EIN 56-2656515

Plan number 001

Plan year 2024

ACK ID 20250925191343NAL0007904849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legitscript, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legitscript, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

LEGITSCRIPT, LLC

EIN

all filings

Address

111 SW 5TH AVE STE 2700 · PORTLAND, OR · 97204

Phone

(503) 746-8250

Industry

All Other Professional Services· Professional & Technical Services

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Investments

37 direct securities· $11.5M(81% of reported assets)

Mutual Funds

$8.8M

13 holdings

Common Collective Trusts

$2.2M

12 holdings

Other securities

$384K

11 holdings

U.S. Treasuries

$123K

1 holding

					% of plan
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	14.2%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.8M	12.5%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	12.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.4M	9.7%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	8.5%
Fidelity Large Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$996K	7.0%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$426K	3.0%
Fidelity Global ex U.S. Index Fund Mutual Fund	Common Collective Trusts	—	—	$308K	2.2%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$225K	1.6%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$150K	1.1%
Fidelity Large Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$137K	1.0%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$136K	1.0%
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$123K	0.9%
Domini Impact Bond Fund Mutual Fund	U.S. Treasuries	—	—	$123K	0.9%
Notes receivable from participants Mature through 2029, with	Other securities	—	—	$102K	0.7%
Putnam Sustainable Future Fund Mutual Fund	Mutual Funds	—	—	$97K	0.7%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$82K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$66K	0.5%
Parnassus Value Equity Fund Mutual Fund	Other securities	—	—	$61K	0.4%
Calvert US Large Cap Core Responsible Fund Mutual Fund	Other securities	—	—	$58K	0.4%
Parnassus Mid Cap Fund Mutual Fund	Other securities	—	—	$46K	0.3%
Fidelity Government Money Market Fund Mutual Fund	Mutual Funds	—	—	$44K	0.3%
Fidelity Small Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$36K	0.3%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$34K	0.2%
AB Sustainable Global Thematic Fund Mutual Fund	Other securities	—	—	$29K	0.2%
Cohen & Steers Institutional Realty Shares Fund Mutual Fund	Other securities	—	—	$29K	0.2%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$23K	0.2%
Parnassus Core Equity Fund Mutual Fund	Other securities	—	—	$22K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$19K	0.1%
Fidelity Mid Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$16K	0.1%
Impax Global Environmental Markets Fund Mutual Fund	Other securities	—	—	$15K	0.1%
Calvert US Mid Cap Core Responsible Fund Mutual Fund	Other securities	—	—	$13K	<0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$12K	<0.1%
Calvert Global Water Fund Mutual Fund	Other securities	—	—	$7K	<0.1%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$5K	<0.1%
Fidelity Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Calvert Global Energy Solutions Fund Mutual Fund	Other securities	—	—	$3K	<0.1%