Plan Snapshot
- Plan Sponsor: Legacy Transportation Services, INC.
- Sponsor EIN: 770288215
- Sponsor Address: 935 MCLAUGHLIN AVENUE, SAN JOSE, CA, 95122
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $10.3M
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 | 185 | $10.3M | $200,000 | $561,690 |
| 2023 | 184 | $9.3M | $250,000 | $502,954 |
| 2022 | 184 | $8.0M | $100,000 | $454,759 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA, PLLC — 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 | $39,536 | $18,673 | $6,813 | — | — |
| 2023 | $36,123 | — | $22,923 | — | — |
| 2022 | $27,863 | — | $21,644 | — | — |