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Plan profile · 2023

LEGACY TRADITIONAL SCHOOLS

LEGACY TRADITIONAL SCHOOLS 401(K) PLAN · –

Sponsor contact
Address3201 S GILBERT RD, CHANDLER
State / ZIPAZ 85286
Phone4802705438
EIN / Plan #460641842 / 002
Plan health
Assets (EOY)$28M
Participants1,742
Avg balance$16k
Employer contrib$2M
Distributions$2M
Red flags
Delinquent contribs$176k
Fidelity bond$500k
Bond adequate?yes
AuditorFORVIS MAZARS, LLP
Incumbent advisor(s) of record, who to displace
AdvisorEINComp earned
LPL FINANCIAL RP043046611$19k