# Conservation Legacy 403(b) Plan
Source: https://planprovider.pro/companies/conservation-legacy-403b-plan

> Conservation Legacy's 403(b) plan: 325 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Conservation Legacy

- **Sponsor EIN:** 841450808

- **Sponsor Address:** 701 CAMINO DEL RIO SUITE 101, DURANGO, CO, 81301

- **Plan Type:** 403(b)

- **Total Participants:** 325

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|325|$2.8M|$167,460|$356,535|

| 2023|300|$2.1M|$113,517|$244,595|

| 2022|265|$1.8M|$126,985|$247,610|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## 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|$29,732|$12,543|$17,189|—|—|

| 2023|$26,975|$26,975|—|—|—|

| 2022|$24,639|—|$24,639|—|—|

## Similar Plans

- [Colorado Forestry And Fire Mitigation Corp.](https://planprovider.pro/companies/colorado-forestry-and-fire-mitigation-corp-plan) — 3 participants

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