# Legal & General America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/legal-general-america-inc-401k-plan

> Legal & General America, INC.'s 401(k) plan: 1,194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|

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