Legacy Healthcare 401(k) Retirement Plan
Sponsored by Legacy Healthcare Financial Services, Llc · EIN 363151856 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 6,840
- With balances
- 4,518
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 |
|---|---|---|
| One Digital Investments | Investment advisory (plan) | $145,624 |
| Great West Life & Annuity Insurance | Recordkeeping fees | $133,274 |
| James Moyna | Accounting | $11,000 |
| Marquis Pension, Llc | Contract administrator | $8,038 |
| Smith & Howard Pc | Other fees | $6,000 |