Legacy Healthcare Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Legacy Healthcare Services, Inc. 401(k) Plan Facts

Plan name
LEGACY HEALTHCARE SERVICES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEGACY HEALTHCARE SERVICES, INC.
Participants
3,071 (2,454 active employees)
Former employees with a balance
293
Plan assets
$38,899,095 at Dec 31, 2024
Average account balance
$30,750 across 1,265 accounts
Employer contributions
$690,781 in plan year 2024 (12% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1988
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.65 million went into the plan in contributions, $690,781 of it from the employer (12%).
  • $6.01 million was paid out to participants.
  • Investment and other income added $4.91 million.
  • Administrative expenses were $149,091, about $118 per account.

How the Legacy Healthcare Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,364$18.0 million$400,780$2.44 million
20202,171$23.4 million$1.04 million$1.74 million
20212,884$30.1 million$1.11 million$2.13 million
20222,343$25.6 million—$3.22 million
20232,876$34.5 million$689,724$2.51 million
20243,071$38.9 million$690,781$6.01 million

Legacy Healthcare Services, Inc. 401(k) Contact Information

Phone
216-631-1000
Mailing address
110 HORIZON DRIVE SUITE 310, RALEIGH NC 27615
Plan sponsor
LEGACY HEALTHCARE SERVICES, INC.
Employer identification number (EIN)
31-1679605
Plan number
002

Questions about the Legacy Healthcare Services, Inc. 401(k)

Does Legacy Healthcare Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $690,781, 12% of all contributions.

Does the Legacy Healthcare Services, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Legacy Healthcare Services, Inc 401(k) plan?

3,071 participants at the start of plan year 2024, 2,454 of them active employees, and 293 former employees who still had money in the plan.

What is the average 401(k) balance at Legacy Healthcare Services, Inc?

About $30,750 per account: $38.9 million in plan assets across 1,265 accounts with a balance at the end of plan year 2024.

Who manages the Legacy Healthcare Services, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Legacy Healthcare Services, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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