Plan Snapshot
- Plan Sponsor: Legacy.Com, INC.
- Sponsor EIN: 364342896
- Sponsor Address: 230 WEST MONROE, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $16.6M
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 | 331 | $16.6M | $663,272 | $1.8M |
| 2023 | 200 | $13.8M | $193,150 | $1.1M |
| 2022 | 256 | $11.8M | $226,906 | $1.2M |
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 | 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 | $45,977 | — | $45,977 | — | — |
| 2023 | $43,205 | $29,074 | $14,131 | — | — |
| 2022 | $30,250 | $28,335 | $1,915 | — | — |