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: 1,030
- Total Assets: $144.1M
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 | 1,030 | $144.1M | $8.3M | $0 |
| 2023 | 1,136 | $142.3M | $2.0M | $0 |
| 2022 | 1,146 | $135.2M | $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 |
|---|---|---|---|---|
| AON CONSULTING | ACTUARY | $551,462 | — | $551,462 |
| WARREN AVERETT | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING — ACTUARY
- WARREN AVERETT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $551,462
- Estimated Expense Ratio: 0.383% 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 | $1,468,558 | — | — | — | — |
| 2023 | $1,887,752 | $335,457 | — | — | — |
| 2022 | $1,551,264 | — | — | — | $1,551,264 |