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Original filing (PDF)20251015160820NAL0006713408001
ONELEGACY
Form 5500
FILING_RECEIVED
ONELEGACY 403(B) RETIREMENT PLAN
401(k) retirement plan
Active participants
467
Accounts w/ balance
655
Plan assets (EOY)
$48.2M
Net assets (EOY)
$48.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (12 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONELEGACY.
Plan sponsor
Name
ONELEGACY
EIN
95-3138799
Address
1303 OPTICAL DRIVE · AZUSA, CA · 91702
Phone
(213) 229-5630
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
RSM
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE AND ANNUITY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | — | SCOTTSDALE, AZ | BROKER | $59K | — |
Investments
37 direct securities · 1 pooled fund· $48.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$48.2M
37 holdings
Pooled Separate Account
$32K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia LARGE CAP INDEX A | — | — | — | $7.3M | 15.2% | |
| Blackrock LIFEPATH DYNAMIC 2050 INSTL | — | — | — | $4.8M | 10.0% | |
| Nuveen INTERNATIONAL EQUITY INDEX R6 | — | — | — | $3.2M | 6.6% | |
| Blackrock LIFEPATH DYNAMIC 2045 INSTL | — | — | — | $2.6M | 5.4% | |
| Franklin GROWTH ADV | — | — | — | $2.5M | 5.3% | |
| Blackrock LIFEPATH DYNAMIC 2060 INS | — | — | — | $2.5M | 5.1% | |
| Columbia MID CAP INDEX A | — | — | — | $2.4M | 5.1% | |
| Empower EI FIXED ACCOUNT—SERIES CLASS II | — | — | — | $2.4M | 5.0% | |
| American Funds AMERICAN BALANCED R4 | — | — | — | $2.3M | 4.8% | |
| Blackrock LIFEPATH DYNAMIC 2055 INSTL | — | — | — | $2.3M | 4.7% | |
| Blackrock LIFEPATH DYNAMIC 2035 INSTL | — | — | — | $2.0M | 4.1% | |
| Blackrock LIFEPATH DYNAMIC 2040 INSTL | — | — | — | $1.9M | 4.0% | |
| Fidelity US BOND INDEX | — | — | — | $1.8M | 3.8% | |
| Columbia SMALL CAP INDEX A | — | — | — | $1.5M | 3.2% | |
| Vanguard VALUE INDEX—ADMIRAL | — | — | — | $1.5M | 3.0% | |
| Metropolitan West TOTAL RETURN BOND I | — | — | — | $1.3M | 2.7% | |
| Blackrock MID- CAP GROWTH EQUITY K | — | — | — | $1.1M | 2.2% | |
| Blackrock LIFEPATH DYNAMIC RETIRE INSTL | — | — | — | $764K | 1.6% | |
| Participants Interest rates ranging from 5.25% to 10.50%; maturing through January 2038 | — | — | — | $692K | 1.4% | |
| Blackrock LIFEPATH DYNAMIC 2065 INSTL | — | — | — | $668K | 1.4% | |
| Blackrock LIFEPATH DYNAMIC 2030 INSTL | — | — | — | $616K | 1.3% | |
| American Century SMALL CAP VALUE R6 | — | — | — | $495K | 1.0% | |
| Empower US GOVT SECURITIES FUND INV | — | — | — | $473K | 1.0% | |
| PIMCO REAL RETURN ADMIN | — | — | — | $292K | 0.6% | |
| MFS MID CAP VALUE R4 | — | — | — | $250K | 0.5% | |
| Lord Abbett DEVELOPING GROWTH R6 | — | — | — | $244K | 0.5% | |
| Charles Schwab SDB | — | — | — | $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 | — | — | — | $16K | <0.1% | |
| Fidelity EQ INC INITIAL | — | — | — | $9K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT BNYMN DYNCUSCOR I | — | — | — | $7K | <0.1% | |
| Empower BOND INDEX INST | — | — | — | $7K | <0.1% | |
| BNY Mellon SUSTNBL US EQ INITL | — | — | — | $6K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT MULT MGR SM CO I | — | — | — | $4K | <0.1% | |
| Invesco VI COR PLS BD I | — | — | — | $2K | <0.1% | |
| Nationwide Financial Services, Inc. NVIT GOV MNY MKT I 278 Nationwide Financial Services, Inc. NVIT ALLSPR DISC I | — | — | — | $2K | <0.1% | |
| Van Eck VIP EMRG MKT BD I | — | — | — | $1K | <0.1% | |
| Nationwide Financial Services, Inc. Fixed ACCOUNT | — | — | — | $1K | <0.1% |