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Original filing (PDF)20251007055614NAL0010798706001
LEGACY INFRASTRUCTURE GROUP LLC
Form 5500
FILING_RECEIVED
LEGACY INFRASTRUCTURE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
331
Accounts w/ balance
315
Plan assets (EOY)
$23.3M
Net assets (EOY)
$23.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AF Trgt Date 2025 R6 Mutual Fund" is 27% of plan.
- 45 bps in Schedule C fees — 54% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY INFRASTRUCTURE GROUP LLC.
Plan sponsor
Name
LEGACY INFRASTRUCTURE GROUP LLC
EIN
87-3766326
Address
520 W. PENNWAY ST., SUITE 300 · KANSAS CITY, MO · 64108
Phone
(816) 921-8200
Industry
Constructionsee all
Plan administrator
Name
FIDELITY MANAGEMENT TRUST COMPANY
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BOAN, CONNEALY & HOULEHAN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $65K | — |
Investments
24 direct securities · 1 pooled fund· $23.3M(100% of reported assets)
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.
Uncategorized
$23.2M
24 holdings
Common Collective Trust
$92K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF Trgt Date 2025 R6 Mutual Fund | — | — | — | $6.2M | 26.5% | |
| AF Trgt Date 2030 R6 Mutual Fund | — | — | — | $3.4M | 14.6% | |
| AF Trgt Date 2040 R6 Mutual Fund | — | — | — | $3.2M | 13.6% | |
| AF Trgt Date 2045 R6 Mutual Fund | — | — | — | $2.6M | 11.0% | |
| AF Trgt Date 2020 R6 Mutual Fund | — | — | — | $2.1M | 8.8% | |
| AF Trgt Date 2050 R6 Mutual Fund | — | — | — | $1.3M | 5.7% | |
| AF Trgt Date 2035 R6 Mutual Fund | — | — | — | $1.3M | 5.7% | |
| AF Trgt Date 2055 R6 Mutual Fund | — | — | — | $731K | 3.1% | |
| Fid 500 Index Mutual Fund | — | — | — | $546K | 2.3% | |
| AF Trgt Date 2015 R6 Mutual Fund | — | — | — | $505K | 2.2% | |
| AF Trgt Date 2060 R6 Mutual Fund | — | — | — | $329K | 1.4% | |
| Bnym Intl Stock Y Mutual Fund | — | — | — | $189K | 0.8% | |
| AF Trgt Date 2065 R6 Mutual Fund | — | — | — | $165K | 0.7% | |
| Abdn US Sm Cap Eq I Mutual Fund | — | — | — | $163K | 0.7% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $161K | 0.7% | |
| Participant Loans 5.25% - 9.50% - | — | — | — | $102K | 0.4% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $92K | 0.4% | |
| HTFD Core Equity R6 Mutual Fund | — | — | — | $92K | 0.4% | |
| Artisan Dev World IS Mutual Fund | — | — | — | $51K | 0.2% | |
| IS US Agg Bd Idx K Mutual Fund | — | — | — | $44K | 0.2% | |
| Blkrk Core Bond K Mutual Fund | — | — | — | $44K | 0.2% | |
| PIF Real Est Sec R6 Mutual Fund | — | — | — | $15K | <0.1% | |
| AF Trgt Date 2010 R6 Mutual Fund | — | — | — | $7K | <0.1% | |
| AF Infl Linked Bd R6 Mutual Fund | — | — | — | $5K | <0.1% | |
| Fid Govt Mmkt K6 Money Market | — | — | — | $4K | <0.1% |
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