# Legacy Human Resources 401(k) Plan
Source: https://planprovider.pro/companies/legacy-human-resources-401k-plan

> Legacy Human Resources's 401(k) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Velocity Global, LLC](https://planprovider.pro/companies/velocity-global-llc-plan) — 448 participants

- [Lutra, LLC](https://planprovider.pro/companies/lutra-llc-401k-plan) — 163 participants

- [Ata Services, INC.](https://planprovider.pro/companies/ata-services-inc-401k-plan) — 124 participants

- [Employment Commons, Lca](https://planprovider.pro/companies/employment-commons-lca-401k-plan) — 86 participants

- [23, Ltd.](https://planprovider.pro/companies/23-ltd-plan-002) — 72 participants

- [Banister Corporation](https://planprovider.pro/companies/banister-corporation-401k-plan) — 11 participants

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

© 2026 PlanProvider.Pro