# Legacy Health 401(k) Plan
Source: https://planprovider.pro/companies/legacy-health-237426300-504

> Legacy Health's 401(k) plan: 12,872 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy Health

- **Sponsor EIN:** 237426300

- **Sponsor Address:** 1919 NW LOVEJOY STREET, PORTLAND, OR, 97209

- **Plan Type:** 401(k)

- **Plan Number:** 504

- **Total Participants:** 12,872

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12,872|$0|$0|$0|

| 2023|12,977|$0|$0|$0|

| 2022|12,903|$0|$0|$0|

## 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|

| PACIFIC SOURCE|Other Service Provider|$4,375,036|—|$4,375,036|

| BROADSPIRE SERVICES INC|Other Service Provider|$1,598,539|—|$1,598,539|

| CASCADE CENTERS|Other Service Provider|$744,212|—|$744,212|

| MODA|Other Service Provider|$732,331|—|$732,331|

| BRIGHT HORIZONS FAMILY SOLN|Other Service Provider|$435,148|—|$435,148|

| MAJORIS HEALTH SYSTEM|Other Service Provider|$239,397|—|$239,397|

| BSWIFT LLC|Other Service Provider|$204,124|—|$204,124|

| INSPHIRE|Other Service Provider|$181,440|—|$181,440|

| GEN DIGITAL INC|Other Service Provider|$175,240|—|$175,240|

| FIRST AMERICAN ADMINISTRATORS, INC.|Other Service Provider|$65,959|—|$65,959|

| COL-TAB|Other Service Provider|$40,611|—|$40,611|

| DAVIS WRIGHT|ERISA Attorney|$22,250|—|$22,250|

| PINNACLE ACTUARIAL RESOURCES|Other Service Provider|$16,250|—|$16,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [DAVIS WRIGHT](https://planprovider.pro/provider/davis-wright-tremaine-llp) — ERISA Attorney

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,830,537

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-health-237426300-504)

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