Plan Snapshot
- Plan Sponsor: Legacy Treatment Services, INC.
- Sponsor EIN: 210638161
- Sponsor Address: 1289 ROUTE 38 SUITE 203, HAINESPORT, NJ, 08036
- Plan Type: 403(b)
- Total Participants: 814
- Total Assets: $16.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 814 | $16.8M | $226,354 | $1.5M |
| 2023 | 679 | $15.4M | $254,961 | $1.3M |
| 2022 | 700 | $13.3M | $226,597 | $1.2M |
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 |
|---|---|---|---|---|
| TFS SECURITIES INC | SERVICE PROVIDER | — | $41,391 | $41,391 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $18,280 | $4 | $18,284 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,675
- Estimated Expense Ratio: 0.356% 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 | $20,674 | $3,106 | $16,818 | — | — |
| 2023 | $21,365 | $1,775 | $18,790 | — | — |
| 2022 | $17,299 | — | — | — | — |