Original filing (PDF)20250925191343NAL0007904849001

LEGITSCRIPT, LLC

Name: LEGITSCRIPT, LLC — LEGITSCRIPT 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEGITSCRIPT, LLC

Form 5500

FILING_RECEIVED

LEGITSCRIPT 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

218

Accounts w/ balance

282

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

How this plan invests

This plan

38 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

100

/ 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

100

Participation health

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGITSCRIPT, LLC.

Plan sponsor

Name

LEGITSCRIPT, LLC

EIN

56-2656515

Address

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

Phone

(503) 746-8250

Industry

All Other Professional Services· Professional & Technical 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

2025-09-25

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)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

SWEENEY CONRAD, P.S.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

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

Investments

38 direct securities· $14.1M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
in- Identity of issue, borrower, lessor including maturity date, rate of interest Current interest or other similar party collateral, par, or maturity value * Fidelity Freedom 2045 Fund Mutual Fund	—	—	—	$2.6M	18.1%
Fidelity Freedom 2055 Fund Mutual Fund	—	—	—	$2.0M	14.2%
Fidelity Freedom 2050 Fund Mutual Fund	—	—	—	$1.8M	12.5%
Fidelity Freedom 2040 Fund Mutual Fund	—	—	—	$1.7M	12.0%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$1.4M	9.7%
Fidelity Freedom 2060 Fund Mutual Fund	—	—	—	$1.2M	8.5%
Fidelity Large Cap Growth Fund Mutual Fund	—	—	—	$996K	7.0%
Fidelity Freedom 2025 Fund Mutual Fund	—	—	—	$426K	3.0%
Fidelity Global ex U.S. Index Fund Mutual Fund	—	—	—	$308K	2.2%
Fidelity Freedom 2035 Fund Mutual Fund	—	—	—	$225K	1.6%
Fidelity Freedom 2065 Fund Mutual Fund	—	—	—	$150K	1.1%
Fidelity Large Cap Value Index Fund Mutual Fund	—	—	—	$137K	1.0%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$136K	1.0%
Fidelity Freedom 2030 Fund Mutual Fund	—	—	—	$123K	0.9%
Domini Impact Bond Fund Mutual Fund	—	—	—	$123K	0.9%
Notes receivable from participants Mature through 2029, with	—	—	—	$102K	0.7%
Putnam Sustainable Future Fund Mutual Fund	—	—	—	$97K	0.7%
Fidelity Emerging Markets Index Fund Mutual Fund	—	—	—	$82K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$66K	0.5%
Parnassus Value Equity Fund Mutual Fund	—	—	—	$61K	0.4%
Calvert US Large Cap Core Responsible Fund Mutual Fund	—	—	—	$58K	0.4%
Parnassus Mid Cap Fund Mutual Fund	—	—	—	$46K	0.3%
Fidelity Government Money Market Fund Mutual Fund	—	—	—	$44K	0.3%
Fidelity Small Cap Value Index Fund Mutual Fund	—	—	—	$36K	0.3%
Fidelity Freedom 2020 Fund Mutual Fund	—	—	—	$34K	0.2%
AB Sustainable Global Thematic Fund Mutual Fund	—	—	—	$29K	0.2%
Cohen & Steers Institutional Realty Shares Fund Mutual Fund	—	—	—	$29K	0.2%
Fidelity Mid Cap Growth Index Fund Mutual Fund	—	—	—	$23K	0.2%
Parnassus Core Equity Fund Mutual Fund	—	—	—	$22K	0.2%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	—	—	—	$19K	0.1%
Fidelity Mid Cap Value Index Fund Mutual Fund	—	—	—	$16K	0.1%
Impax Global Environmental Markets Fund Mutual Fund	—	—	—	$15K	0.1%
Calvert US Mid Cap Core Responsible Fund Mutual Fund	—	—	—	$13K	<0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$12K	<0.1%
Calvert Global Water Fund Mutual Fund	—	—	—	$7K	<0.1%
Fidelity Small Cap Growth Index Fund Mutual Fund	—	—	—	$5K	<0.1%
Fidelity Freedom 2015 Fund Mutual Fund	—	—	—	$3K	<0.1%
Calvert Global Energy Solutions Fund Mutual Fund	—	—	—	$3K	<0.1%