Plan Snapshot
- Plan Sponsor: Legacy Farmers Cooperative
- Sponsor EIN: 341593358
- Sponsor Address: 6566 COUNTY ROAD 236, FINDLAY, OH, 458409769
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $19.3M
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 | 122 | $19.3M | $531,113 | $660,830 |
| 2023 | 125 | $18.4M | $530,346 | $634,539 |
| 2022 | 124 | $16.3M | $522,691 | $636,499 |
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 |
|---|---|---|---|---|
| BHM CPA GROUP, INC | 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 | $69,058 | — | $69,058 | — | — |
| 2023 | $60,431 | — | $60,431 | — | — |
| 2022 | $62,152 | — | $62,152 | — | — |