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Original filing (PDF)20250731094433NAL0005826225001
CONSERVATION LEGACY
Form 5500
FILING_RECEIVED
CONSERVATION LEGACY 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 3
53% in single holding~108 bps in Sched C feesNo recordkeeper disclosed
Active participants
325
Accounts w/ balance
126
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Pimco Pimco Real Return Fd Instl 13 * Schwab Funds Schwab Total Stk Mkt Index" is 53% of plan.
- 108 bps in Schedule C fees — 107% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 39% 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 CONSERVATION LEGACY.
Plan sponsor
Name
CONSERVATION LEGACY
EIN
84-1450808
Address
701 CAMINO DEL RIO SUITE 101 · DURANGO, CO · 81301
Phone
(970) 403-0147
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $17K | — |
| INDEPENDENT FINANCIAL GROUP, LLC | 71-0927304 | — | NONE | $13K | — |
Investments
16 direct securities· $2.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pimco Real Return Fd Instl 13 * Schwab Funds Schwab Total Stk Mkt Index | — | — | — | $1.4M | 52.5% | |
| Fidelity Intl Index Fund | — | — | — | $437K | 15.8% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $409K | 14.9% | |
| Standard Insurance Company Standard Stable Asset Fund D | — | — | — | $236K | 8.6% | |
| Vanguard Info Tech Index Fund Admiral | — | — | — | $53K | 1.9% | |
| Vanguard Emrg Mkts Stk Index Fund Adm | — | — | — | $48K | 1.8% | |
| American Funds American Funds American Bal Fund R6 | — | — | — | $29K | 1.0% | |
| Vanguard Value Index Admiral | — | — | — | $24K | 0.9% | |
| Vanguard 500 Index F | — | — | — | $24K | 0.9% | |
| Vanguard Growth Index Fund Admiral | — | — | — | $22K | 0.8% | |
| Vanguard Small Cap I | — | — | — | $7K | 0.3% | |
| JP Morgan JP Morgan Mid Cap Growth Fund R6 26 Nuveen Green Bond R6 | — | — | — | $7K | 0.2% | |
| Nuveen International Res EQ R6 | — | — | — | $4K | 0.2% | |
| Columbia Mid Cap Index F D CL INST 3 | — | — | — | $4K | 0.1% | |
| Participant Loans to participants, bearing interest at 8.5% | — | — | — | $3K | <0.1% | |
| American Funds American Funds New Perspective R6 | — | — | — | $2K | <0.1% |
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