What public Form 5500 filings show about the Legacy Funeral Group, L.L.C. 401(k) plan — and how to find and check your own account.
Legacy Funeral Group, L.L.C. (EIN 82-0562929) reports LEGACY FUNERAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $12.7M in plan assets across 892 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Legacy Funeral Group, L.L.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Legacy Funeral Group, L.L.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, REGIONS BANK DBA REGIONS TRUST.
