Legence 401(k) Plan
Sponsored by Legence Holdings Llc · EIN 854033009 · Plan #002
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 2,603
- With balances
- 2,536
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $36,198 |
| Charles Schwab Investment Mgmt Inc. | Securities brokerage | $40 |
| Adp Broker Dealer | Other services, Other fees | $0 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |