# Legacy Builders, INC. 401(k) Plan
Source: https://planprovider.pro/companies/legacy-builders-inc-401k-plan-001-9570

> Legacy Builders, INC.'s 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/johnston-gremaux-and-rossi-llp) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-builders-inc-401k-plan-001-9570)

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