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Original filing (PDF)20251010105936NAL0004525811001
239 LEGRIS AVE OPERATIONS, LLC
Form 5500
FILING_RECEIVED
EDEN HC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
723
Accounts w/ balance
187
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
17 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 239 LEGRIS AVE OPERATIONS, LLC.
Plan sponsor
Name
239 LEGRIS AVE OPERATIONS, LLC
EIN
82-3615975
Address
239 LEGRIS AVENUE · WEST WARWICK, RI · 02893
Phone
(401) 828-9000
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BLATT & DAUMAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMIN | $44K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE INC | 38-3254950 | — | ADMINISTRATOR | $4K | — |
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV PARTICIPANTS | $0 | — |
Investments
25 direct securities · 17 pooled funds· $7.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$5.1M
12 holdings
Uncategorized
$2.1M
25 holdings
Pooled Separate Account
$264K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $1.6M | 22.1% | |
| PRIN LIFETIME HYBR 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $1.3M | 19.0% | |
| PRIN LIFETIME HYBR 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $877K | 12.4% | |
| Vanguard Emg Mk Stk Idx Adm Fd | — | — | $0 | $462K | 6.5% | |
| PRIN LIFETIME HYBR 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | — | $462K | 6.5% | |
| Vanguard Equity-Inc Adm Fund | — | — | $0 | $385K | 5.4% | |
| PRIN LIFETIME HYBR 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | — | $385K | 5.4% | |
| PRIN LIFETIME HYBR 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $318K | 4.5% | |
| Vanguard Growth Index Adm Fund | — | — | $0 | $185K | 2.6% | |
| Vanguard Info Tech Idx Adm Fd | — | — | $0 | $163K | 2.3% | |
| Prin LifeTime Hybr 2020 CIT Z | — | — | $0 | $158K | 2.2% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $133K | 1.9% | |
| Participant Loans | — | — | $0 | $120K | 1.7% | |
| PRIN CORE PLUS BOND SP ACCT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | $0 | $91K | 1.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | $0 | $90K | 1.3% | |
| PRIN LIFETIME HYBR 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $90K | 1.3% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | — | — | $0 | $65K | 0.9% | |
| PRIN LIFETIME HYBR 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $62K | 0.9% | |
| Vanguard Total Wld St Idx Adm | — | — | $0 | $59K | 0.8% | |
| Principal Guaranteed Option | — | — | $0 | $55K | 0.8% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $46K | 0.6% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $46K | 0.6% | |
| Vanguard MidCp Grth Idx Adm Fd | — | — | $0 | $43K | 0.6% | |
| PIMCO Real Return Instl Fund | — | — | $0 | $38K | 0.5% | |
| Nuveen Equity Index R6 Fund | — | — | $0 | $33K | 0.5% | |
| Vanguard Sm Cap Gr Idx Adm Fd | — | — | $0 | $32K | 0.5% | |
| Prin LifeTime Hybr 2060 CIT Z | — | — | $0 | $28K | 0.4% | |
| PRIN MIDCAP S&P 400 INX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $28K | 0.4% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $25K | 0.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | — | — | $0 | $24K | 0.3% | |
| PRIN LIFETIME HYBR 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $19K | 0.3% | |
| Prin LifeTime Hybr 2065 CIT Z | — | — | $0 | $9K | 0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| Lord Abbett Bd Debenture R6 Fd | — | — | $0 | $7K | 0.1% | |
| Prin Real Estate Secs SA-Z | — | — | $0 | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $4K | <0.1% | |
| Fidelity Advisr Intrnl Gr Z Fd | — | — | $0 | $2K | <0.1% | |
| Columbia Strat Income I3 Fund | — | — | $0 | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | $0 | $1K | <0.1% | |
| AMERICAN FDS US GOVT SEC R6 FD | — | — | $0 | $580 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 000 | Common Collective Trust | — | — | $279 | <0.1% | |
| BlackRock HY Portfolio K Fund | — | — | $0 | $279 | <0.1% |
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