Plan Snapshot
- Plan Sponsor: Legacy Human Resources
- Sponsor EIN: 202892382
- Sponsor Address: 304 INVERNESS WAY SOUTH, ENGLEWOOD, CO, 80112
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $60.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 440 | $60.3M | $2.2M | $2.9M |
| 2023 | 507 | $49.7M | $2.1M | $2.7M |
| 2022 | 458 | $41.7M | $1.4M | $2.4M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | 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 | $323,830 | $76,858 | $246,972 | — | — |
| 2023 | $251,556 | $47,631 | $203,925 | — | — |
| 2022 | $253,980 | $7,181 | $246,799 | — | — |