Melissa Wood signed Onelegacy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Onelegacy's EIN is 95-3138799.
Download the official 2024 Form 5500 (PDF) for Onelegacy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Onelegacy's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | — | SCOTTSDALE, AZ | BROKER | $59K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia LARGE CAP INDEX A | Other securities | — | — | $7.3M | 15.2% | |
| Blackrock LIFEPATH DYNAMIC 2050 INSTL | Other securities | — | — | $4.8M | 10.0% | |
| Nuveen INTERNATIONAL EQUITY INDEX R6 | Common Collective Trusts | — | — | $3.2M | 6.6% | |
| Blackrock LIFEPATH DYNAMIC 2045 INSTL | Other securities | — | — | $2.6M | 5.4% | |
| Franklin GROWTH ADV | Mutual Funds | — | — | $2.5M | 5.3% | |
| Blackrock LIFEPATH DYNAMIC 2060 INS | Other securities | — | — | $2.5M | 5.1% | |
| Columbia MID CAP INDEX A | Other securities | — | — | $2.4M | 5.1% | |
| Empower EI FIXED ACCOUNT—SERIES CLASS II | Other securities | — | — | $2.4M | 5.0% | |
| American Funds AMERICAN BALANCED R4 | Mutual Funds | — | — | $2.3M | 4.8% | |
| Blackrock LIFEPATH DYNAMIC 2055 INSTL | Other securities | — | — | $2.3M | 4.7% | |
| Blackrock LIFEPATH DYNAMIC 2035 INSTL | Other securities | — | — | $2.0M | 4.1% | |
| Blackrock LIFEPATH DYNAMIC 2040 INSTL | Other securities | — | — | $1.9M | 4.0% | |
| Fidelity US BOND INDEX | Mutual Funds | — | — | $1.8M | 3.8% | |
| Columbia SMALL CAP INDEX A | Other securities | — | — | $1.5M | 3.2% | |
| Vanguard VALUE INDEX—ADMIRAL | Mutual Funds | — | — | $1.5M | 3.0% | |
| Metropolitan West TOTAL RETURN BOND I | Other securities | — | — | $1.3M | 2.7% | |
| Blackrock MID- CAP GROWTH EQUITY K | Other securities | — | — | $1.1M | 2.2% | |
| Blackrock LIFEPATH DYNAMIC RETIRE INSTL | Other securities | — | — | $764K | 1.6% | |
| Participants Interest rates ranging from 5.25% to 10.50%; maturing through January 2038 | Bonds / Notes | — | — | $692K | 1.4% | |
| Blackrock LIFEPATH DYNAMIC 2065 INSTL | Other securities | — | — | $668K | 1.4% | |
| Blackrock LIFEPATH DYNAMIC 2030 INSTL | Other securities | — | — | $616K | 1.3% | |
| American Century SMALL CAP VALUE R6 | Other securities | — | — | $495K | 1.0% | |
| Empower US GOVT SECURITIES FUND INV | Other securities | — | — | $473K | 1.0% | |
| PIMCO REAL RETURN ADMIN | Mutual Funds | — | — | $292K | 0.6% | |
| MFS MID CAP VALUE R4 | Mutual Funds | — | — | $250K | 0.5% | |
| Lord Abbett DEVELOPING GROWTH R6 | Mutual Funds | — | — | $244K | 0.5% | |
| Charles Schwab SDB | Mutual Funds | — | — | $177K | 0.4% | |
| NATIONWIDE FINANCIAL SERVICES, INC. VARIABLE ACCOUNT II · EIN 31-1000740 / PN 001 | Pooled Separate Account | — | — | $32K | <0.1% | |
| Vanguard HEALTH CARE INDEX ADM | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity EQ INC INITIAL | Mutual Funds | — | — | $9K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT BNYMN DYNCUSCOR I | Common Stocks | — | — | $7K | <0.1% | |
| Empower BOND INDEX INST | Other securities | — | — | $7K | <0.1% | |
| BNY Mellon SUSTNBL US EQ INITL | Other securities | — | — | $6K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT MULT MGR SM CO I | Common Stocks | — | — | $4K | <0.1% | |
| Invesco VI COR PLS BD I | Mutual Funds | — | — | $2K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT GOV MNY MKT I 278 Nationwide Financial Services, Inc. NVIT ALLSPR DISC I | Common Stocks | — | — | $2K | <0.1% | |
| Van Eck VIP EMRG MKT BD I | Other securities | — | — | $1K | <0.1% | |
| Nationwide Financial Services, Inc. Fixed ACCOUNT | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
