# Legacy, LLC 401(k) Plan
Source: https://planprovider.pro/companies/legacy-llc-401k-plan

> Legacy, LLC's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy, LLC

- **Sponsor EIN:** 472413816

- **Sponsor Address:** 2195 SOUTH MILFORD ROAD, SUITE B, MILFORD, MI, 48381

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $4.9M

## 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|140|$4.9M|$0|$313,105|

| 2023|142|$4.7M|$0|$335,131|

| 2022|219|$4.9M|$1,515|$302,030|

## 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|

| REHMANN ROBSON|Auditor|$15,500|—|$15,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,500

- **Estimated Expense Ratio:** 0.316% 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|$41,167|$11,626|—|$15,500|—|

| 2023|$36,201|$10,993|—|$15,500|—|

| 2022|$13,256|—|—|—|—|

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