Legacy Intermediate 401(k) match, vesting and fees
What Legacy Intermediate's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 277 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Legacy Intermediate: employer contribution per participant | $487 | |
| Peer median | $1,484 |
| Legacy Intermediate: average balance | $23,957 | |
| Peer median | $40,329 |
| Legacy Intermediate: admin expenses ÷ assets | 0.61% | |
| Peer median | 0.34% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $12.3M at the end of plan year 2021 to $38.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,338 | $38.8M | $788K | $487 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 1,735 | $29.6M | $843K | $748 | 0.82% | Not published | Form 5500 ↗ |
| 2022 | 718 | $11.4M | $553K | $834 | 0.76% | Not published | Form 5500 ↗ |
| 2021 | 720 | $12.3M | — | — | 0.80% | Not published | Form 5500 ↗ |
Common questions
Does Legacy Intermediate match 401(k) contributions?
The match terms for the Inspyr Solutions and Mplt Healthcare Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $788K in employer contributions, about $487 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legacy Intermediate 401(k) match vested?
The vesting schedule for the Inspyr Solutions and Mplt Healthcare Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legacy Intermediate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Legacy Intermediate, LLC.
I left Legacy Intermediate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legacy Intermediate, LLC, (954) 282-6062) or the recordkeeper, Principal Life Insurance Company. The Legacy Intermediate old 401(k) page lists the contacts from every plan filing. Find an old Legacy Intermediate 401(k)
Data from the public Form 5500 annual reports Legacy Intermediate filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Legacy Intermediate. Not financial advice. Report a correction · Methodology