Legend Bank Employee Stock Ownership And 401(k) Plan
Sponsored by Legend Bank · EIN 750150372 · Plan #002
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 185
- With balances
- 205
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 |
|---|---|---|
| Benefit Plan Admin Services | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $117,891 |
| Frost Bank | Accounting | $15,000 |