Alyssandra Russo signed Legacy Intermediate, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy Intermediate, LLC's EIN is 61-1405190.
Download the official 2024 Form 5500 (PDF) for Legacy Intermediate, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Intermediate, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $84K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Capital Research and Mgmt Co American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $4.2M | 10.9% | |
| Capital Research and Mgmt Co American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $4.0M | 10.3% | |
| Capital Research and Mgmt Co American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $3.6M | 9.3% | |
| Capital Research and Mgmt Co American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $3.2M | 8.4% | |
| Vanguard Group Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $3.2M | 8.2% | |
| Capital Research and Mgmt Co American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $2.9M | 7.6% | |
| Capital Research and Mgmt Co American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $2.7M | 6.9% | |
| American Century Investment American Century Growth Fund Class R6 | Other securities | — | — | $2.5M | 6.4% | |
| Mgmt. Vanguard Group Vanguard Federal Money Market Investment Fund | Mutual Funds | — | — | $1.7M | 4.5% | |
| Capital Research and Mgmt Co American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $1.7M | 4.3% | |
| Capital Research and Mgmt Co American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 4.1% | |
| Capital Research and Mgmt Co American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 2.9% | |
| Vanguard Group Vanguard Mid Cap Index Admiral Fund | Mutual Funds | — | — | $857K | 2.2% | |
| Vanguard Group Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $711K | 1.8% | |
| Carillon Tower Advisors Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $653K | 1.7% | |
| Capital Research and Mgmt Co American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $596K | 1.5% | |
| Vanguard Group Vanguard Development Market Index Admiral Fund | Mutual Funds | — | — | $582K | 1.5% | |
| Capital Research and Mgmt Co American Funds 2070 Target Date Retirement Fund ** 149 Capital Research and Mgmt Co American Funds 2010 Target Date Retirement Fund ** 16 * Notes receivable from Interest rates ranging from 4.25% to 9.50%, maturity $-- | Mutual Funds | — | — | $559K | 1.4% | |
| JP Morgan Investment Mgmt JP Morgan Core Bond Fund Class R6 | Other securities | — | — | $386K | 1.0% | |
| Inc. Vanguard Group Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $314K | 0.8% | |
| Wasatch Core Growth Fund Institutional Class Shares | Other securities | — | — | $309K | 0.8% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $266K | 0.7% | |
| Fidelity Management & Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $211K | 0.5% | |
| Research Vanguard Group Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $200K | 0.5% | |
| Shares Fidelity Management & Fidelity Mid Cap Value Index Fund | Common Collective Trusts | — | — | $132K | 0.3% | |
| Research Capital Research and Mgmt Co American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $119K | 0.3% | |
| Fidelity Management & Fidelity Small Cap Value Index Fund | Common Collective Trusts | — | — | $114K | 0.3% | |
| Cohen & Steers Mutual Funds Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $111K | 0.3% | |
| Vanguard Group Vanguard Short-Term Corporate Bond Index Fund | Common Collective Trusts | — | — | $107K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
