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Original filing (PDF)20250912111727NAL0000916081001
LEGEND PARCEL SERVICE, LLC
Form 5500
FILING_RECEIVED
LEGEND PARCEL SERVICE, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
89
Accounts w/ balance
101
Plan assets (EOY)
$468K
Net assets (EOY)
$468K
How this plan invests
This plan
7 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Mutual fund" is 50% 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 LEGEND PARCEL SERVICE, LLC.
Plan sponsor
Name
LEGEND PARCEL SERVICE, LLC
EIN
83-4589308
Address
1457 44TH ST SE, SUITE 100 · GRAND RAPIDS, MI · 49508
Phone
(616) 885-7997
Industry
Transportation & Warehousingsee 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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $451K(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Mutual fund | — | — | — | $227K | 48.5% | |
| Vanguard Total Intl Stock Mutual fund | — | — | — | $116K | 24.8% | |
| Vanguard Total Bond Market Mutual fund | — | — | — | $40K | 8.5% | |
| Vanguard Real Estate Mutual fund | — | — | — | $36K | 7.8% | |
| Vanguard Total Intl Bond Mutual fund | — | — | — | $18K | 3.8% | |
| Notes receivable from participants Bearing interest at - | — | — | — | $12K | 2.6% | |
| Vanguard Short-Term Mutual fund | — | — | — | $1K | 0.3% |
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