# Legacy Vulcan LLC DB Plan
Source: https://planprovider.pro/companies/legacy-vulcan-llc-plan-020

> Legacy Vulcan LLC's DB plan: 1,030 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — 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|

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