Plan Snapshot
- Plan Sponsor: Legacy Intermediate, LLC
- Sponsor EIN: 611405190
- Sponsor Address: 3701 FAU BLVD STE 300, BOCA RATON, FL, 334316491
- Plan Type: 401(k)
- Total Participants: 1,823
- Total Assets: $38.8M
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 | 1,823 | $38.8M | $788,148 | $7.8M |
| 2023 | 1,302 | $29.6M | $843,213 | $5.2M |
| 2022 | 481 | $11.4M | $552,608 | $3.1M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.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 | $210,123 | $83,522 | $126,601 | — | — |
| 2023 | $167,967 | $54,272 | $113,695 | — | — |
| 2022 | $89,877 | $47,709 | $42,168 | — | — |