Plan Ledger DOL Form 5500 · updated monthly

Legion Technologies Inc401(k)

LEGION TECHNOLOGIES INC 401(K) PLAN · REDWOOD CITY, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Legion Technologies Inc reported $34,854 in plan administrative expenses for 2024: 0.54% 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.

Across the 1 year on file its reported administrative ratio fell from 0.59% to 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,142nd of 9,483), and 8,826th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,615,174
Participants with balances133
Active participants117
Employer contributions—
Employee contributions$1,650,292
Employer contribution per active participant—
Average account balance$57,257
Benefits paid to participants$819,705
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.6M · 133 accts
2023$5.3M · 124 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,854
Total administrative$34,854
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
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$9,457
FORUSALL, INC. · Contract administrator · Investment advisory (plan)$25,397

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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

Administrative cost history2
2024$34,854 · 0.54%
2023$25,861 · 0.59%
Similar plansProfessional & Technical Services · California
Atreca, Inc. CA$7.6M · 0.32%
Fuseproject CA$7.6M · 0.00%
Feedzai, Inc CA$7.6M · 0.05%
Boulevard Labs, Inc. CA$7.6M · 0.83%
Semgrep, Inc CA$7.6M · 0.10%
Callfire, Inc. CA$7.6M · 0.29%
Mexus Solutions, Inc. CA$7.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812309787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.