Harry DREW signed Legacy Funeral Group, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy Funeral Group, L.L.C.'s EIN is 82-0562929.
Download the official 2024 Form 5500 (PDF) for Legacy Funeral Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Funeral Group, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | 63-0371391 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.5M | 11.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 8.4% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.0M | 8.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $746K | 5.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $727K | 5.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $700K | 5.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $640K | 5.0% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $620K | 4.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $558K | 4.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $461K | 3.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $434K | 3.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $392K | 3.1% | |
| HARTFORD MIDCAP R5 | Registered Investment Companies | — | — | $310K | 2.4% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $297K | 2.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $289K | 2.3% | |
| PRN MID CAP VALUE FUND I- R6 | Registered Investment Companies | — | — | $287K | 2.3% | |
| PUTNAM INCOME FUND R6 | Registered Investment Companies | — | — | $248K | 1.9% | |
| AMERICAN FUNDS INT VANT R6 | Registered Investment Companies | — | — | $244K | 1.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $191K | 1.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $186K | 1.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $153K | 1.2% | |
| ALLSPRING SMALL CO GROWTH INST | Registered Investment Companies | — | — | $143K | 1.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $140K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $134K | 1.1% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $44K | 0.3% | |
| PUTNAM GLOBAL INCOME TRUST R6 | Registered Investment Companies | — | — | $43K | 0.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $92K |
| — |
