Plan Snapshot
- Plan Sponsor: Legacy Vulcan LLC
- Sponsor EIN: 208579133
- Sponsor Address: 1200 URBAN CENTER DRIVE, VESTAVIA HILLS, AL, 35242
- Plan Type: DB
- Total Participants: 697
- Total Assets: $471.3M
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 | 697 | $471.3M | $0 | $0 |
| 2023 | 740 | $507.6M | $0 | $0 |
| 2022 | 776 | $502.6M | $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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — 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 | $927,932 | — | — | — | — |
| 2023 | $2,455,769 | $1,226,612 | — | — | — |
| 2022 | $2,503,728 | — | — | — | $2,503,728 |