# Legacy Traditional Schools 401(k) Plan
Source: https://planprovider.pro/companies/legacy-traditional-schools-460641842-002

> Legacy Traditional Schools's 401(k) plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy Traditional Schools

- **Sponsor EIN:** 460641842

- **Sponsor Address:** 3201 S GILBERT RD, CHANDLER, AZ, 85286

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

- **Plan Number:** 002

- **Total Participants:** 1,519

- **Total Assets:** $32.5M

## 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|1,519|$32.5M|$2.0M|$3.0M|

| 2023|1,742|$27.6M|$1.9M|$2.8M|

| 2022|2,075|$21.4M|$1.9M|$2.6M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|Recordkeeper|$90,843|—|$90,843|

| MID-ATLANTIC PENSION SPECIALISTS|Recordkeeper|$17,371|$14,188|$31,559|

| LPL FINANCIAL RP|Investment Advisor|$23,052|—|$23,052|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $145,454

- **Estimated Expense Ratio:** 0.448% 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|$82,724|$23,052|$14,188|—|—|

| 2023|$107,986|$18,504|$11,405|—|—|

| 2022|$92,362|—|$92,362|—|—|

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