# Legacy Healthcare Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/legacy-healthcare-services-inc-401k-plan

> Legacy Healthcare Services, INC.'s 401(k) plan: 2,454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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