Plan Snapshot
- Plan Sponsor: Legacy Professionals LLP
- Sponsor EIN: 320043599
- Sponsor Address: 4 WESTBROOK CORPORATE CENTER, WESTCHESTER, IL, 60154
- Plan Type: 401(k)
- Total Participants: 174
- Total Assets: $52.9M
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 | 174 | $52.9M | $682,202 | $1.6M |
| 2023 | 164 | $44.1M | $647,563 | $1.5M |
| 2022 | 164 | $31.1M | $501,897 | $1.1M |
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 |
|---|---|---|---|---|
| L. M. HENDERSON & COMPANY LLP | 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 | $56,685 | $22,537 | $300 | — | — |
| 2023 | $35,714 | $16,766 | — | — | — |
| 2022 | $36,469 | — | — | — | — |