# Legacy Treatment Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/legacy-treatment-services-inc-403b-plan

> Legacy Treatment Services, INC.'s 403(b) plan: 814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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