Plan Ledger DOL Form 5500 · updated monthly

Legacy Marketing Partners, LLC401(k)

LEGACY MARKETING PARTNERS, LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Legacy Marketing Partners, LLC reported $54,588 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $2,145 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 fell from 0.59% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Illinois (2,225th of 3,702), and 7,399th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed; active participation has shrunk from 98 to 74 since 2022.

Plan summary
Net assets, end of year$11,974,461
Participants with balances116
Active participants74
Employer contributions$158,704
Employee contributions$344,016
Employer contribution per active participant$2,145
Average account balance$103,228
Benefits paid to participants$2,169,550
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS SC
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 116 accts · $159K emplr
2023$11.9M · 125 accts · $126K emplr
2022$10.4M · 141 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,983
Investment management$29,980
Total administrative$54,588
The Legacy Marketing Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$2,416
2024$2,145 per active participant
2023$1,553 per active participant
2022$788 per active participant

Legacy Marketing Partners, LLC'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 · 20243
JOHN HANCOCK TRUST · Recordkeeping$23,984
CREATIVE PLANNING · Investment advisory (participants)$22,972
MESIROW FINANCIAL · Investment advisory (participants)$7,008

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$54,588 · 0.46%
2023$55,200 · 0.49%
2022$70,800 · 0.59%
Similar plansProfessional & Technical Services · Illinois
Tiz, Inc IL$12.1M · 0.20%
Datassential, Inc. IL$12.1M · 0.71%
Gwc Injury Lawyers LLC IL$11.8M · 0.07%
Osa International, Inc. IL$11.8M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542132117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.