AUMdb

Legacy Industries, Inc. 401(k) Plan And Trust

Sponsored by Louca Mold And Aerospace Machining, Inc. Dba Legacy Industries · EIN 382026714 · Plan #003

Total assets
$7.7M
Net assets
$7.7M
Active participants
320
With balances
173

Plan year beginning 01/01/2024 · 401(k)

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
Voya Retirement Ins And Annuity Co. Investment advisory (participants), Recordkeeping fees $7,299
Great Lakes Pension Associates, Inc Claims processing, Contract administrator, Participant loan processing $4,100
Morningstar Investment advisory (plan) $0