Retirement plan

LPI 401(K) RETIREMENT PLAN

Name: LEGACY PROBATE INTERNATIONAL, INC. - LPI 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: LEGACY PROBATE INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LPI 401(K) RETIREMENT PLAN, LEGACY PROBATE INTERNATIONAL, INC.

LEGACY PROBATE INTERNATIONAL, INC.EIN 87-0490601Plan #001PY 2025

6995 UNION PARK CENTER, SUITE 360 - COTTONWOOD HEIGHTS, UT 84047801-739-7777legacy-probate.comLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$14.3M

+9.3% from 2024

Total participants

+7.3% from 2024

Average account balance

$243,103

+1.9% from 2024

Annual return

14.78%

-0.24 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$243K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

151.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$683K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$23971

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.4M

$36263 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.860%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$243,103

$106,864+127.5%

$147,318+65.0%

$82,637+194.2%

Participation rate

100.0%

75.5%+24.5pp

82.1%+17.9pp

68.1%+31.9pp

Annual return

14.78%

27.49%-12.7pp

70.43%-55.7pp

53.51%-38.7pp

Employer contribution / active EE

$5,533

$3,417+61.9%

$4,593+20.5%

$2,552+116.8%

Participant deferral / active EE

$11,991

$6,496+84.6%

$7,906+51.7%

$4,126+190.6%

Admin fee / account holder

$23,971

$8,415+184.9%

$13,708+74.9%

$7,339+226.6%

LPI 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LPI 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion