Plan Snapshot
- Plan Sponsor: Legacy Vulcan LLC
- Sponsor EIN: 208579133
- Sponsor Address: 1200 URBAN CENTER DRIVE, VESTAVIA HILLS, AL, 35242
- Plan Type: 401(k)
- Plan Number: 900
- Total Participants: 0
- Total Assets: $688.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 0 | $688.6M | $0 | $0 |
| 2023 | 0 | $681.8M | $0 | $0 |
| 2022 | 0 | $655.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| PACIFIC INVESTMENT MANAGEMENT COMPA | Investment Advisor | $1,210,397 | — | $1,210,397 |
| NORTHERN TRUST COMPANY | Custodian / Trustee | $794,840 | — | $794,840 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $381,902 | — | $381,902 |
| NEWPORT GROUP, INC. | Recordkeeper | $43,948 | — | $43,948 |
| NEWPORT GROUP SECURITIES, INC. | Other Service Provider | $21,974 | — | $21,974 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,453,061
- 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 | $5,670,750 | $2,839,153 | $21,974 | — | — |
| 2023 | $4,343,521 | $1,562,069 | — | — | — |
| 2022 | $4,054,816 | $1,758,343 | $683,061 | — | $482,343 |