JEAN Moloney signed Legacy Infrastructure Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legacy Infrastructure Group LLC's EIN is 87-3766326.
Download the official 2024 Form 5500 (PDF) for Legacy Infrastructure Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Infrastructure Group LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $65K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AF Trgt Date 2025 R6 Mutual Fund | Other securities | — | — | $6.2M | 26.5% | |
| AF Trgt Date 2030 R6 Mutual Fund | Other securities | — | — | $3.4M | 14.6% | |
| AF Trgt Date 2040 R6 Mutual Fund | Other securities | — | — | $3.2M | 13.6% | |
| AF Trgt Date 2045 R6 Mutual Fund | Other securities | — | — | $2.6M | 11.0% | |
| AF Trgt Date 2020 R6 Mutual Fund | Other securities | — | — | $2.1M | 8.8% | |
| AF Trgt Date 2050 R6 Mutual Fund | Other securities | — | — | $1.3M | 5.7% | |
| AF Trgt Date 2035 R6 Mutual Fund | Other securities | — | — | $1.3M | 5.7% | |
| AF Trgt Date 2055 R6 Mutual Fund | Other securities | — | — | $731K | 3.1% | |
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $546K | 2.3% | |
| AF Trgt Date 2015 R6 Mutual Fund | Other securities | — | — | $505K | 2.2% | |
| AF Trgt Date 2060 R6 Mutual Fund | Other securities | — | — | $329K | 1.4% | |
| Bnym Intl Stock Y Mutual Fund | Other securities | — | — | $189K | 0.8% | |
| AF Trgt Date 2065 R6 Mutual Fund | Other securities | — | — | $165K | 0.7% | |
| Abdn US Sm Cap Eq I Mutual Fund | Other securities | — | — | $163K | 0.7% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $161K | 0.7% | |
| Participant Loans 5.25% - 9.50% - | Bonds / Notes | — | — | $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 | Other securities | — | — | $92K | 0.4% | |
| Artisan Dev World IS Mutual Fund | Other securities | — | — | $51K | 0.2% | |
| IS US Agg Bd Idx K Mutual Fund | Common Collective Trusts | — | — | $44K | 0.2% | |
| Blkrk Core Bond K Mutual Fund | Other securities | — | — | $44K | 0.2% | |
| PIF Real Est Sec R6 Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| AF Trgt Date 2010 R6 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| AF Infl Linked Bd R6 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Fid Govt Mmkt K6 Money Market | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
