Plan Snapshot
- Plan Sponsor: Legend Senior Living, LLC
- Sponsor EIN: 030425250
- Sponsor Address: 8415 EAST 21ST STREET NORTH, WICHITA, KS, 672062951
- Plan Type: 401(k)
- Total Participants: 3,936
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,936 | $11.2M | $440,346 | $1.8M |
| 2023 | 1,507 | $8.3M | $490,734 | $1.3M |
| 2022 | 1,091 | $6.3M | $239,601 | $1.2M |
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 |
|---|---|---|---|---|
| ALLEN, GIBBS AND HOULIK, L.C. | Auditor | — | — | $0 |
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 | $55,927 | — | — | — | — |
| 2023 | $45,449 | — | — | — | — |
| 2022 | $44,074 | — | — | — | — |