Suns Legacy Partners 401(k) match, vesting and fees
What Suns Legacy Partners' 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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 152 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| Suns Legacy Partners: employer contribution per participant | $1,676 | |
| Peer median | $1,733 |
| Suns Legacy Partners: average balance | $74,428 | |
| Peer median | $56,463 |
| Suns Legacy Partners: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.26% |
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 $36.8M at the end of plan year 2021 to $41.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 608 | $41.8M | $942K | $1,676 | 0.17% | Not published | Form 5500 ↗ |
| 2023 | 537 | $37.5M | $875K | $1,765 | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 495 | $29.4M | $719K | $1,552 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 411 | $36.8M | $588K | $1,466 | 0.22% | Not published | Form 5500 ↗ |
Common questions
Does Suns Legacy Partners match 401(k) contributions?
The match terms for the Phoenix Suns 401(k) Salary Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $942K in employer contributions, about $1,676 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Suns Legacy Partners 401(k) match vested?
The vesting schedule for the Phoenix Suns 401(k) Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Suns Legacy Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Suns Legacy Partners.
I left Suns Legacy Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Suns Legacy Partners, (602) 379-2475) or the recordkeeper, Principal Life Insurance Company. The Suns Legacy Partners old 401(k) page lists the contacts from every plan filing. Find an old Suns Legacy Partners 401(k)
Data from the public Form 5500 annual reports Suns Legacy Partners 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 Suns Legacy Partners. Not financial advice. Report a correction · Methodology