Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Legacy Retirement Solutions, LLC
Legacy Retirement Solutions, LLC
- Service provider, as named on Schedule C
- EIN 273853858
- Plan year 2024
- Direct compensation reported $59,646
Assets of those plans
$172,121,538
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$59,646
90% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 7 |
| 49 | Other services | 6 |
| 50 | Direct payment from the plan | 6 |
| 99 | Other fees | 6 |
| 37 | Participant loan processing | 2 |
| 15 | Recordkeeping and information management | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Materne North America 401(k) Retirement Plan | Materne North America | $50,885,550 | 989 | $0 |
| Purchasing Power 401(k) Planrecordkeeper | Purchasing Power | $25,689,504 | 337 | $6,599 |
| Thorne Research, Inc. 401(k) Profit Sharing Plan | Thorne Research | $20,300,060 | 549 | $20,050 |
| Burlington Automotive Group Profit Sharing Plan | Burlington Automotive Group | $14,686,905 | 358 | $11,225 |
| Coim USA, Inc 401(k) Profit Sharing Plan & Trust | Coim USA | $13,261,661 | 169 | $5,697 |
| Swift Response Holdings, LLLP 401(k) Plan | Swift Response Holdings | $11,953,007 | 159 | $2,050 |
| Sodastream USA Inc 401(k) Profit Sharing Plan Trust | Soda Stream USA | $10,008,901 | 134 | $2,725 |
| Phoenix Lithographing Corporation 401(k) Profit Sharing Plan and Trust | Phoenix Lithographing | $9,713,738 | 169 | $4,875 |
| Hollydell, Inc. Retirement Plan | Hollydell | $9,582,819 | 136 | $2,550 |
| Bova Food Distributors, Inc. 401(k) Profit Sharing Plan | Bova Food Distributors | $6,039,393 | 115 | $3,875 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.