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Sponsor portfolio

LEGACY OF SERVICE, INC.

EIN 47-1935725-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
105
14730 WEST COLFAX AVENUE - LAKEWOOD, CO 80401719-201-3582
Plans on this EIN
2 filings
#002CashBalance-$823K - 42 part#001ProfitSharing-$462K - 63 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#002)64%
  • SERVICE RETIREMENT PLAN (#001)36%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICE RETIREMENT PLAN (#001)63
  • CASH BALANCE PLAN (#002)42
Total 105Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEGACY OF SERVICE CASH BALANCE PLAN

CashBalance

Assets$823K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEGACY OF SERVICE RETIREMENT PLAN

ProfitSharing

Assets$462K
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEGACY OF SERVICE CASH BALANCE PLANCashBalance$823K422024
001LEGACY OF SERVICE RETIREMENT PLANProfitSharing$462K632024
Retirement plans
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