Plan Ledger DOL Form 5500 · updated monthly

Legacy Effects, LLC401(k)

LEGACY EFFECTS, LLC 401(K) PROFIT SHARING PLAN · SAN FERNANDO, CA · plan year 2022

Reported admin expense ratio · 2022
0.56%

Legacy Effects, LLC reported $44,749 in plan administrative expenses for 2022: 0.56% of average plan assets, above 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 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,298th of 9,483), and 9,012th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,104,058
Participants with balances86
Active participants66
Employer contributions—
Employee contributions$256,869
Employer contribution per active participant—
Average account balance$82,605
Benefits paid to participants$350,673
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$44,749
Total administrative$44,749
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$44,749 · 0.56%
Similar plansProfessional & Technical Services · California
Bitwarden Inc. CA$7.2M · 0.09%
Sureprep LLC CA$7.2M · 0.03%
The Marine Mammal Center CA$7.1M · 0.96%
Semler Scientific, Inc. CA$7.1M · 0.19%
Styleseat, Inc. CA$7.1M · 0.03%
Autox Technologies, Inc CA$7.0M · 0.21%
Rayzebio, Inc. CA$6.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263120574 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.