Plan Snapshot
- Plan Sponsor: Legrand Holding, INC.
- Sponsor EIN: 980065554
- Sponsor Address: 60 WOODLAWN ST, WEST HARTFORD, CT, 06110
- Plan Type: 401(k)
- Total Participants: 4,503
- Total Assets: $722.2M
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 | 4,503 | $722.2M | $23.6M | $31.1M |
| 2023 | 4,051 | $668.4M | $22.3M | $28.3M |
| 2022 | 3,351 | $480.1M | $17.8M | $22.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $404,158 | — | $404,158 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $51,783 | — | $51,783 |
| COHNREZNICK LLP | AUDITOR | $48,069 | — | $48,069 |
| DIMEO SCHNEIDER & ASSOCIATES | NONE | $17,261 | — | $17,261 |
| BOND SCHOENECK & KING PLLC | ATTORNEY | $7,178 | — | $7,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $528,449
- Estimated Expense Ratio: 0.073% 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 | $534,220 | $69,044 | $76,482 | $48,069 | — |
| 2023 | $463,156 | $67,033 | $319,158 | $38,586 | — |
| 2022 | $382,146 | $65,081 | $213,057 | — | $97,423 |