Plan Ledger DOL Form 5500 · updated monthly

Legacy Human Resources401(k)

LEGACY HUMAN RESOURCES 401(K) PROFIT SHARING PLAN · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Legacy Human Resources reported $323,830 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,102 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 0.49% to 0.59%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 208th-largest of 1,461 plans among Colorado employers on file, and the 263rd of 2,534 in administrative & support services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$60,315,005
Participants with balances679
Active participants440
Employer contributions$2,244,941
Employee contributions$2,854,781
Employer contribution per active participant$5,102
Average account balance$88,829
Benefits paid to participants$3,121,862
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.3M · 679 accts · $2.2M emplr
2023$49.7M · 591 accts · $2.1M emplr
2022$41.7M · 557 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$246,972
Investment management$76,858
Total administrative$323,830
The Legacy Human Resources 401(k) match · 2024
Employer contribution per active participant$5,102
Median for plans this size$3,635
2024$5,102 per active participant
2023$4,061 per active participant
2022$3,008 per active participant

Legacy Human Resources's 2024 employer contribution ran above the $3,635 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 · 20242
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$246,972
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$76,858

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$323,830 · 0.59%
2023$251,556 · 0.55%
2022$253,980 · 0.49%
Same employer
Similar plansAdministrative & Support Services · Colorado
Vectrus Systems Corporation CO$240.2M · 0.22%
Direct Travel, Inc. CO$121.4M · 0.26%
Concurrent Hro, LLC CO$61.7M · 0.82%
Western Disposal, Inc. CO$30.5M · 0.04%
Velocity Global USA LLC CO$26.2M · 1.83%
Velocity Global, LLC CO$25.9M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202892382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.