# Legacy Advancement 401(k) Plan
Source: https://planprovider.pro/companies/legacy-advancement-401k-plan

> Legacy Advancement's 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy Advancement

- **Sponsor EIN:** 465664419

- **Sponsor Address:** 104 BROADUS AVENUE, GREENVILLE, SC, 29601

- **Plan Type:** 401(k)

- **Total Participants:** 243

- **Total Assets:** $7.1M

## 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|243|$7.1M|$1.0M|$840,112|

| 2023|327|$5.1M|$996,450|$801,592|

| 2022|272|$3.0M|$934,243|$747,909|

## 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|

| JENNINGS COOK & CO., CPAS, PA.|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|$9,225|—|$9,225|—|—|

| 2023|$5,880|—|$5,880|—|—|

| 2022|$7,335|—|$7,335|—|—|

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