Plan Ledger DOL Form 5500 · updated monthly

Legacy.com, Inc.401(k)

LEGACY.COM 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.30%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Legacy.com, Inc. reported $45,977 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,004 per active participant. 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.

Across the 2 years on file its reported administrative ratio rose from 0.24% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Illinois (1,894th of 3,702), and 1,139th of 2,199 in information & media. In 2024, employees put in $2.78 for every $1.00 the employer contributed; active participation has grown from 256 to 331 since 2022.

Plan summary
Net assets, end of year$16,637,769
Participants with balances411
Active participants331
Employer contributions$663,272
Employee contributions$1,845,062
Employer contribution per active participant$2,004
Average account balance$40,481
Benefits paid to participants$1,982,709
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 411 accts · $663K emplr
2023$13.8M · 254 accts · $193K emplr
2022$11.8M · 244 accts · $227K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,977
Total administrative$45,977
The Legacy.com, Inc. 401(k) match · 2024
Employer contribution per active participant$2,004
Median for plans this size$2,416
2024$2,004 per active participant
2023$966 per active participant
2022$886 per active participant

Legacy.com, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20241
ASCENSUS LLC · Recordkeeping$45,977

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,977 · 0.30%
2023$43,205 · 0.34%
2022$30,250 · 0.24%
Same employer
Similar plansInformation & Media · Illinois
Logicgate, Inc. IL$18.1M · 0.20%
Law Bulletin Media IL$18.0M · 0.31%
Omeda Holdings, LLC IL$15.5M · 0.02%
Elm IL$14.2M · 0.53%
Small Newspaper Group, Inc. IL$13.6M · 0.31%
Hireology, Inc. IL$12.7M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364342896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.