Legacy Health Services 401(k) Retirement Savings Plan
Sponsored by Legacy Health Services · EIN 341663174 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 2,799
- With balances
- 542
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $29,561 |
| Global Retirement Partners Llc | Investment advisory (plan) | $22,892 |