Legacy Traditional Schools 401(k) Plan
Sponsored by Legacy Traditional Schools · EIN 460641842 · Plan #002
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 1,519
- With balances
- 858
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $90,843 |
| Lpl Financial Rp | Investment advisory (plan) | $23,052 |
| Mid Atlantic Pension Specialists | Contract administrator | $17,371 |