Plan Snapshot
- Plan Sponsor: Legacy Marketing Partners, LLC
- Sponsor EIN: 542132117
- Sponsor Address: 640 N. LA SALLE ST. 6TH FLOOR, CHICAGO, IL, 60654
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $12.0M
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 | 74 | $12.0M | $158,704 | $344,016 |
| 2023 | 81 | $11.9M | $125,810 | $276,986 |
| 2022 | 98 | $10.4M | $77,203 | $275,837 |
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 |
|---|---|---|---|---|
| VRAKAS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS SC — Auditor
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 | $54,588 | $29,980 | $23,983 | — | — |
| 2023 | $55,200 | $32,671 | $22,529 | — | — |
| 2022 | $70,800 | $40,643 | $24,991 | — | $5,166 |