Plan Snapshot
- Plan Sponsor: Legion Corporation
- Sponsor EIN: 454699390
- Sponsor Address: 784 GEARY STREET, SAN FRANCISCO, CA, 94109
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 80
- Total Assets: $369,873
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 | 80 | $369,873 | $0 | $0 |
| 2023 | 51 | $187,505 | $0 | $0 |
| 2022 | 59 | $200,961 | $45,783 | $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 |
|---|---|---|---|---|
| NAVIA BENEFIT SOLUTIONS, INC. | Recordkeeper | $12,929 | — | $12,929 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,929
- Estimated Expense Ratio: 3.496% 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 | $12,929 | — | $12,929 | — | — |
| 2023 | $13,455 | — | — | — | — |
| 2022 | $17,075 | — | — | — | — |