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Original filing (PDF)20251014133242NAL0006083650003
TRUE LEGACY
Form 5500
FILING_RECEIVED
TRUE LEGACY 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
65
Accounts w/ balance
76
Plan assets (EOY)
$511K
Net assets (EOY)
$511K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
77
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "The Vanguard Group, Inc. Mutual Fund - Domestic Equity" is 47% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUE LEGACY.
Plan sponsor
Name
TRUE LEGACY
EIN
83-1985983
Address
3635 RUFFIN ROAD · 100 · SAN DIEGO, CA · 92123
Phone
(760) 622-3828
Industry
Real Estatesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMART SOLUTIONS CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $511K(100% of reported assets)
Uncategorized
$271K
5 holdings
Mutual Funds
$240K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Mutual Fund - Domestic Equity | Mutual Funds | — | — | $240K | 47.0% | |
| The Vanguard Group, Inc. Mutual Fund - International Equity | — | — | — | $117K | 23.0% | |
| The Vanguard Group, Inc. Mutual Fund - Fixed Income | — | — | — | $104K | 20.5% | |
| Cash and Cash Equivalent Cash held in trust at Benefit Trust Company | — | — | — | $25K | 4.9% | |
| The Vanguard Group, Inc. Mutual Fund - Real Estate | — | — | — | $21K | 4.2% | |
| through 2028 | — | — | — | $3K | 0.6% |
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