Legacy Retirement Solutions, LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Legacy Retirement Solutions, LLC is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $42,100 and reported indirect compensation totals $44,550.

Reported compensation summary

Reported direct compensation
$42,100
Reported indirect compensation
$44,550
Total reported compensation
$86,650
Filings
12
Plan sponsors
12
Plans
12
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Legacy Retirement Solutions, LLC
SponsorStatePlansReported compensation
Thorne Research, Inc.SC1$16,122
Materne North America Corp.NY1$15,640
Burlington Automotive GroupNJ1$14,859
Blue Prism Software, Inc.CT1$10,834
Coim Usa, Inc.NJ1$6,942
Hollydell, Inc.NJ1$5,061
Soda Stream UsaNJ1$4,379
Purchasing Power LLCGA1$4,000
Phoenix Lithographing CorporationPA1$3,163
Bova Food Distributors, Inc.PA1$2,875

State footprint

Plans reporting Legacy Retirement Solutions, LLC are sponsored in NJ (4), PA (2), GA (1), NY (1), SC (1), CT (1), VA (1), FL (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Thorne Research, Inc.Thorne Research, Inc. 401(K) Profit Sharing Plan2023$15,600$522
Materne North America Corp.Materne North America 401(K) Retirement Plan2023$0$15,640
Burlington Automotive GroupBurlington Automotive Group Profit Sharing Plan2023$7,375$7,484
Blue Prism Software, Inc.Blue Prism Software, Inc. 401(K) Profit Sharing Plan2023$0$10,834
Coim Usa, Inc.Coim Usa, Inc 401(K) Profit Sharing Plan & Trust2023$3,525$3,417
Hollydell, Inc.Hollydell, Inc. Retirement Plan2023$1,975$3,086
Soda Stream UsaSodastream Usa Inc 401 K Profit Sharing Plan Trust2023$850$3,529
Purchasing Power LLCPurchasing Power 401(K) Plan2023$4,000$0
Phoenix Lithographing CorporationPhoenix Lithographing Corporation 401(K) Profit Sharing Plan And Trust2023$3,125$38
Bova Food Distributors, Inc.Bova Food Distributors, Inc. 401(K) Profit Sharing Plan2023$2,875not reported in the loaded dataset
Iworks CorporationIworks Corporation 401(K) Plan2023$2,025not reported in the loaded dataset
Swift Response Holdings, LllpSwift Response Holdings, Lllp 401(K) Plan2023$750not reported in the loaded dataset

Related Form 5500 pages