Plan Snapshot
- Plan Sponsor: Legacy Builders, INC.
- Sponsor EIN: 680369570
- Sponsor Address: 4021 PORT CHICAGO HIGHWAY, CONCORD, CA, 94520
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 171 | $9.6M | $0 | $964,729 |
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 |
|---|---|---|---|---|
| WESPAC ADVISORS, LLC | NONE | $25,196 | — | $25,196 |
| WESPAC PLAN SERVICES, LLC | NONE | $10,181 | — | $10,181 |
| JOHNSTON, GREMAUX & ROSSI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSTON, GREMAUX & ROSSI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,377
- Estimated Expense Ratio: 0.369% 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 | $35,377 | $25,196 | $2,700 | — | — |