Legacy Equipment, Llc 401(k) And Profit Sharing Plan
Sponsored by Legacy Equipment, Llc · EIN 272242123 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 125
- With balances
- 127
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 |
|---|---|---|
| Stephens Inc. CRD 3496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens | Investment advisory (plan), Direct payment from the plan | $44,946 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $24,180 |