Plan Snapshot
- Plan Sponsor: Legacy Restaurant Group, L.L.C.
- Sponsor EIN: 431824787
- Sponsor Address: 10916 STRANG LINE RD., LENEXA, KS, 66215
- Plan Type: 401(k)
- Total Participants: 397
- Total Assets: $1.3M
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 | 397 | $1.3M | $19,354 | $145,536 |
| 2023 | 339 | $1.1M | $37,450 | $150,980 |
| 2022 | 350 | $866,843 | $19,395 | $173,499 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $6,750 | — | $980 | — | — |
| 2023 | $9,890 | — | $2,129 | — | — |
| 2022 | $6,621 | — | $673 | — | $5,948 |