AUMdb

Legends Bank 401 K Plan

Sponsored by Legends Bank · EIN 621734402 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
138
With balances
143

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,525
Lpl Financial Llc Other commissions $0