Legacy Health403(b)
LEGACY HEALTH 403(B) PLAN · PORTLAND, OR · plan year 2024
Legacy Health reported $286,793 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. 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 fell from 0.018% to 0.016%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 5th-largest of 1,021 plans among Oregon employers on file, and the 88th of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 237426300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.