Plan Snapshot
- Plan Sponsor: Legacy Pharmaceutical Packaging, LLC
- Sponsor EIN: 043737277
- Sponsor Address: 13333 LAKEFRONT DR., EARTH CITY, MO, 63045
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $8.6M
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 | 234 | $8.6M | $331,167 | $614,892 |
| 2023 | 284 | $7.4M | $359,284 | $669,800 |
| 2022 | 292 | $6.1M | $380,740 | $682,685 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $40,879 | — | $40,879 |
| MMA SECURITIES LLC | NONE | $18,294 | — | $18,294 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- MMA SECURITIES LLC — NONE
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,173
- Estimated Expense Ratio: 0.691% 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 | $31,460 | $18,294 | $13,166 | — | — |
| 2023 | $29,246 | $15,418 | $13,828 | — | — |
| 2022 | $32,113 | — | $32,113 | — | — |