AUMdb

Legacy Health Defined Contribution Retirement Plan

Sponsored by Legacy Health · EIN 237426300 · Plan #002

Total assets
$817M
Net assets
$817M
Active participants
10,847
With balances
14,354

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Investment advisory (plan), Contract administrator $189,407