Plan Snapshot
- Plan Sponsor: Legacy Infrastructure Group LLC
- Sponsor EIN: 873766326
- Sponsor Address: 520 W. PENNWAY ST., SUITE 300, KANSAS CITY, MO, 64108
- Plan Type: 401(k)
- Total Participants: 331
- Total Assets: $23.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 331 | $23.3M | $555,104 | $1.4M |
| 2023 | 273 | $19.8M | $266,559 | $1.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $64,682 | — | $64,682 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $39,757 | — | $39,757 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,439
- Estimated Expense Ratio: 0.448% of plan assets
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 | $107,102 | $67,345 | $1,200 | — | — |
| 2023 | $89,090 | $38,932 | $2,256 | — | — |