Plan Snapshot
- Plan Sponsor: Onelegacy
- Sponsor EIN: 953138799
- Sponsor Address: 1303 OPTICAL DRIVE, AZUSA, CA, 91702
- Plan Type: 403(b)
- Total Participants: 467
- Total Assets: $48.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 467 | $48.2M | $1.4M | $3.0M |
| 2023 | 450 | $42.1M | $1.4M | $2.3M |
| 2022 | 406 | $37.4M | $0 | $2.0M |
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 |
|---|---|---|---|---|
| UNITED PLANNERS FINANCIAL SERVICES | BROKER | $58,859 | — | $58,859 |
| RSM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,859
- Estimated Expense Ratio: 0.122% 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 | $58,859 | $58,859 | — | — | — |
| 2023 | $60,028 | — | — | — | — |
| 2022 | $73,742 | $73,742 | — | — | — |