Plan Ledger DOL Form 5500 · updated monthly

Legacy Treatment Services, Inc.403(b)

LEGACY TREATMENT SERVICES, INC. 403B PLAN · HAINESPORT, NJ · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Legacy Treatment Services, Inc. reported $20,674 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $278 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 0.12% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,167th-largest of 2,419 plans among New Jersey employers on file, and the 1,194th of 3,341 in other services. In 2024, employees put in $6.43 for every $1.00 the employer contributed; active participation has grown from 700 to 814 since 2022.

Plan summary
Net assets, end of year$16,759,043
Participants with balances910
Active participants814
Employer contributions$226,354
Employee contributions$1,455,384
Employer contribution per active participant$278
Average account balance$18,417
Benefits paid to participants$2,363,886
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 910 accts · $226K emplr
2023$15.4M · 817 accts · $255K emplr
2022$13.3M · 1,024 accts · $227K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,818
Investment management$3,106
Total administrative$20,674
Employer contributions to the Legacy Treatment Services, Inc. plan · 2024
Employer contribution per active participant$278
Median for plans this size$2,416
2024$278 per active participant
2023$375 per active participant
2022$324 per active participant

Legacy Treatment Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
TFS SECURITIES INCindirect comp

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

Administrative cost history3
2024$20,674 · 0.13%
2023$21,365 · 0.15%
2022$17,299 · 0.12%
Same employer
Similar plansOther Services · New Jersey
Sea Box, Inc. NJ$21.0M · 0.42%
Tkl Research Inc. NJ$18.2M · 0.40%
McCann Systems LLC NJ$14.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210638161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.