# Legacy Health Services 401(k) Plan
Source: https://planprovider.pro/companies/legacy-health-services-401k-plan

> Legacy Health Services&#39;s 401(k) plan: 2,799 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 Services

- **Sponsor EIN:** 341663174

- **Sponsor Address:** 12380 PLAZA DRIVE, PARMA, OH, 44130

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

- **Total Participants:** 2,799

- **Total Assets:** $31.1M

## 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|2,799|$31.1M|$203,282|$1.8M|

| 2023|1,767|$28.4M|$193,353|$1.7M|

| 2022|1,065|$25.8M|$181,750|$1.7M|

## 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|

| CITRIN COOPERMAN & COMPANY, LLP|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|$52,451|$22,890|—|—|—|

| 2023|$46,382|$21,290|—|—|—|

| 2022|$74,123|—|—|—|—|

## Similar Plans

- [National Church Residences,INC.](https://planprovider.pro/companies/national-church-residences-inc-401k-plan) — 2,496 participants

- [Ohio Living](https://planprovider.pro/companies/ohio-living-plan-002) — 2,442 participants

- [Promedica Employment Services, LLC](https://planprovider.pro/companies/promedica-employment-services-llc-plan-006) — 2,427 participants

- [National Church Residences](https://planprovider.pro/companies/national-church-residences-403b-plan) — 2,364 participants

- [Tsg Resources, INC.](https://planprovider.pro/companies/tsg-resources-inc-401k-plan) — 3,407 participants

- [PLC Employee Ii LLC.](https://planprovider.pro/companies/plc-employee-ii-llc-401k-plan) — 3,441 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-health-services-401k-plan)

&copy; 2026 PlanProvider.Pro
