Legacy Senior Living, Llc 401(k) Plan
Sponsored by Legacy Senior Living, Llc · EIN 205770211 · Plan #001
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 754
- With balances
- 108
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,381 |
| Merrill Lynch Life Agency | Investment advisory (plan) | $3,555 |
| Erisa Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,250 |