Plan Snapshot
- Plan Sponsor: Legacy Cabinets, INC
- Sponsor EIN: 631112070
- Sponsor Address: 100 LEGACY BLVD, ESTABOGA, AL, 36260
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 429 | $8.2M | $406,260 | $747,548 |
| 2023 | 506 | $7.1M | $406,435 | $847,332 |
| 2022 | 611 | $5.6M | $406,374 | $964,349 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $63,881 | $1,493 | — | — | — |
| 2023 | $47,335 | $1,226 | $100 | — | — |
| 2022 | $41,259 | $1,075 | $39,949 | — | — |