Plan Snapshot
- Plan Sponsor: Legacy Healthcare Services, INC.
- Sponsor EIN: 311679605
- Sponsor Address: 110 HORIZON DRIVE, RALEIGH, NC, 27615
- Plan Type: 401(k)
- Total Participants: 2,454
- Total Assets: $38.9M
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 | 2,454 | $38.9M | $690,781 | $4.2M |
| 2023 | 3,173 | $34.5M | $689,724 | $3.9M |
| 2022 | 2,564 | $25.6M | $0 | $3.7M |
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 |
|---|---|---|---|---|
| THOMAS JUDY AND TUCKER, P.A. | 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 | $149,091 | $45,968 | $103,123 | — | — |
| 2023 | $134,835 | $45,957 | $88,878 | — | — |
| 2022 | $156,797 | — | $156,797 | — | — |