Plan Ledger DOL Form 5500 · updated monthly

Legacy Builders, Inc.401(k)

LEGACY BUILDERS 401(K) PLAN · CONCORD, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

Legacy Builders, Inc. reported $35,377 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,568th of 9,483), and 3,149th of 5,337 in construction.

Plan summary
Net assets, end of year$9,587,603
Participants with balances158
Active participants171
Employer contributions—
Employee contributions$964,729
Employer contribution per active participant—
Average account balance$60,681
Benefits paid to participants$1,219,921
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSTON, GREMAUX & ROSSI
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,181
Investment management$25,196
Total administrative$35,377
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
WESPAC PLAN SERVICES, LLC · Contract administrator · Recordkeeping$10,181
WESPAC ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$25,196

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$35,377 · 0.37%
Same employer
Similar plansConstruction · California
Williams Homes, Inc. CA$10.0M · 0.74%
Lord & Sons, Inc. CA$9.9M · 0.24%
Energy Vault, Inc. CA$9.4M · 0.04%
Brown Construction, Inc. CA$9.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680369570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.