Department of Labor filing

LEGACY TRADITIONAL SCHOOLS

LEGACY TRADITIONAL SCHOOLS 401(K) PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Mar 11, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,324

Reported employer contributions per active participant.

Higher than about 55% of comparable plans

#People in the filing

1,519

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$47 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 67% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions55th percentileTypical peer $1,176 · based on 129 comparable plans

Lower reported administrative expense67th percentileTypical peer $80 · based on 134 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, LEGACY TRADITIONAL SCHOOLS reported $2,010,665 in employer contributions across the plan and 1,519 active participants. That works out to $1,324 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 42.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 3.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context59/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,010,665
Participant contributions: $2,973,667
Other contributions: $157,283
Employer share of reported contributions: 40.3%
Beginning assets: $27,552,964
Ending assets: $32,495,387
Ending net assets: $32,495,387
Ending liabilities: $0
Total income: $9,095,825
Total expenses: $4,153,402
Administrative expenses: $82,724
Participant loans: $290,768

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$930

2023

$1,093

2024

$1,324

Plan-paid administrative expenses per participant

2022

$49

2023

$55

2024

$47

Active participants

2022

2,075

2023

1,742

2024

1,519

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,324	1,519	32.5M	20260311071050NAL0005019952001
2023	$1,093	1,742	27.6M	20250214105656NAL0023980225001
2022	$930	2,075	21.4M	20240202092311NAL0028062705001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 460641842-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2017
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D2T3H

Current plan terms

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Filing ACK_ID20260311071050NAL0005019952001

Data sourceDOL Form 5500 bulk data ↗

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