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Original filing (PDF)20260220144736NAL0011246851001
LEGALZOOM.COM, INC.
Form 5500
FILING_RECEIVED
LEGALZOOM.COM, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.1 mo
Active participants
868
Accounts w/ balance
1,204
Plan assets (EOY)
$93.4M
Net assets (EOY)
$93.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
88
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGALZOOM.COM, INC..
Plan sponsor
Name
LEGALZOOM.COM, INC.
EIN
95-4752856
Address
954 VILLA ST · MOUNTAIN VIEW, CA · 94041
Phone
(323) 962-8600
Industry
Professional & Technical Servicessee 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
2026-02-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
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 | $95K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $40K | — |
Investments
31 direct securities · 1 pooled fund· $93.1M(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
$92.2M
31 holdings
Common Collective Trust
$980K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund N/A | — | — | — | $15.5M | 16.6% | |
| FID FDM IDX 2045 IPR Mutual fund N/A | — | — | — | $12.0M | 12.8% | |
| FID FDM IDX 2050 IPR Mutual fund N/A | — | — | — | $11.9M | 12.7% | |
| FID FDM IDX 2055 IPR Mutual fund N/A | — | — | — | $8.9M | 9.5% | |
| FID FDM IDX 2040 IPR Mutual fund N/A | — | — | — | $7.6M | 8.2% | |
| FID FDM IDX 2035 IPR Mutual fund N/A | — | — | — | $5.7M | 6.1% | |
| FID LG CAP GR IDX Mutual fund N/A | — | — | — | $5.0M | 5.3% | |
| GS MID CP GROWTH R6 Mutual fund N/A | — | — | — | $3.5M | 3.8% | |
| FID FDM IDX 2060 IPR Mutual fund N/A | — | — | — | $3.5M | 3.7% | |
| AM CENT SM CAP GR r6 Mutual fund N/A | — | — | — | $2.4M | 2.5% | |
| INVS SM CAP VAL R6 Mutual fund N/A | — | — | — | $2.2M | 2.4% | |
| BrokerageLink Self-directed brokerage N/A | — | — | — | $1.8M | 2.0% | |
| GABELLI US MM I Mutual fund N/A | — | — | — | $1.6M | 1.7% | |
| PUTN LG CAP VAL R6 Mutual fund N/A | — | — | — | $1.5M | 1.6% | |
| Notes receivable from participants Maturing 2025 - 2054 at interest rates of 4.25% - 9.50% - | — | — | — | $1.2M | 1.3% | |
| FID GLB EX US IDX Mutual fund N/A | — | — | — | $1.1M | 1.2% | |
| FID FDM IDX 2030 IPR Mutual fund N/A | — | — | — | $1.1M | 1.1% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $980K | 1.0% | |
| DFA LARGE CAP INTL I Mutual fund N/A | — | — | — | $781K | 0.8% | |
| FID FDM IDX 2025 IPR Mutual fund N/A | — | — | — | $671K | 0.7% | |
| FID US BOND IDX Mutual fund N/A | — | — | — | $617K | 0.7% | |
| JPM CORE BOND R6 Mutual fund N/A | — | — | — | $579K | 0.6% | |
| PIF MID CAP VALUE I Mutual fund N/A | — | — | — | $543K | 0.6% | |
| FID INFL PR BD IDX Mutual fund N/A | — | — | — | $483K | 0.5% | |
| AF NEW WORLD R6 Mutual fund N/A | — | — | — | $472K | 0.5% | |
| FID FDM IDX 2065 IPR Mutual fund N/A | — | — | — | $435K | 0.5% | |
| FID MID CAP IDX Mutual fund N/A | — | — | — | $386K | 0.4% | |
| VG TL INTL BD IDX AD Mutual fund N/A | — | — | — | $272K | 0.3% | |
| FID FDM IDX 2015 IPR Mutual fund N/A 8 * FID FDM IDX 2020 IPR Mutual fund N/A | — | — | — | $220K | 0.2% | |
| FID SM CAP IDX Mutual fund N/A | — | — | — | $143K | 0.2% | |
| PGIM HIGH YIELD R6 Mutual fund N/A | — | — | — | $37K | <0.1% | |
| FID FDM IDX 2070 IPR Mutual fund N/A | — | — | — | $1K | <0.1% |