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Original filing (PDF)20250819090135NAL0002133313001
LEGION TECHNOLOGIES INC
Form 5500
FILING_RECEIVED
LEGION TECHNOLOGIES INC 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
117
Accounts w/ balance
133
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2030 Fund Mutual Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGION TECHNOLOGIES INC.
Plan sponsor
Name
LEGION TECHNOLOGIES INC
EIN
81-2309787
Address
399 BRADFORD STREET · SUITE 100 · REDWOOD CITY, CA · 94063
Phone
(650) 980-4873
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $25K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $9K | — |
Investments
20 direct securities· $7.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $2.1M | 27.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $1.3M | 17.6% | |
| Schwab S&P 500 Index Fund Mutual Fund | — | — | — | $1.0M | 13.2% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $637K | 8.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $632K | 8.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $463K | 6.1% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $313K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $302K | 4.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $216K | 2.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $128K | 1.7% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $115K | 1.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $72K | 0.9% | |
| Fidelity International Sustainability Index Fund Mutual Fund | — | — | — | $56K | 0.7% | |
| Vanguard Treasury Money Market Fund Money Market Mutual Fund | — | — | — | $27K | 0.4% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $13K | 0.2% | |
| Investments Calvert U.S. Mid Cap Core Responsible Index Fund Mutual Fund | — | — | — | $12K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $11K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $2K | <0.1% |
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