Plan Snapshot
- Plan Sponsor: American Legion National Headquarters
- Sponsor EIN: 350144250
- Sponsor Address: 700 N. PENNSYLVANIA STREET, INDIANAPOLIS, GA, 46206
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $20.9M | $396,749 | $964,576 |
| 2023 | 190 | $17.9M | $388,750 | $940,472 |
| 2022 | 205 | $15.2M | $403,554 | $969,034 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INVST | NONE | $48,495 | — | $48,495 |
| AMERITAS LIFE INSURANCE CORP | NONE | $29,850 | — | $29,850 |
| CHARLES SCHWAB BANK | NONE | $5,616 | — | $5,616 |
| CROWE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — NONE
- CHARLES SCHWAB BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,961
- Estimated Expense Ratio: 0.402% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,961 | $48,495 | $29,850 | — | — |
| 2023 | $75,651 | $40,612 | $19,985 | — | — |
| 2022 | $77,323 | $42,639 | $34,684 | — | — |