Plan Snapshot
- Plan Sponsor: American Legion National Headquarters
- Sponsor EIN: 350144250
- Sponsor Address: P.O. BOX 1055, INDIANAPOLIS, IN, 46206
- Plan Type: DB
- Total Participants: 67
- Total Assets: $61.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 67 | $61.8M | $683,596 | $0 |
| 2023 | 70 | $60.0M | $426,056 | $0 |
| 2022 | 77 | $58.1M | $518,674 | $0 |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $326,938 | $170,822 | — | — | — |
| 2023 | $627,933 | $111,101 | — | $2,629 | — |
| 2022 | $506,813 | $101,910 | — | — | $36,250 |