Plan Snapshot
- Plan Sponsor: Legal & General America, INC.
- Sponsor EIN: 521236150
- Sponsor Address: 3275 BENNETT CREEK AVENUE, FREDERICK, MD, 21704
- Plan Type: 401(k)
- Total Participants: 1,194
- Total Assets: $218.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,194 | $218.8M | $7.8M | $12.7M |
| 2023 | 1,147 | $177.4M | $6.7M | $11.2M |
| 2022 | 1,015 | $140.7M | $6.0M | $10.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $154,999 | — | $154,999 |
| COHNREZNICK LLP | NONE | $20,265 | — | $20,265 |
| WELLS FARGO BANK | NONE | $6,328 | — | $6,328 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $181,592
- Estimated Expense Ratio: 0.083% 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 | $208,003 | $78,726 | — | $20,265 | — |
| 2023 | $194,724 | $31,463 | $59,868 | — | — |
| 2022 | $158,773 | — | — | — | $18,940 |