Legacy Traditional Schools 401(k) Plan: Login, Facts & Contact Information

Legacy Traditional Schools 401(k) Plan Facts

Plan name
LEGACY TRADITIONAL SCHOOLS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEGACY TRADITIONAL SCHOOLS
Participants
1,755 (1,519 active employees)
Former employees with a balance
209
Plan assets
$32,495,387 at Jun 30, 2025
Average account balance
$37,873 across 858 accounts
Employer contributions
$2,010,665 in plan year 2024 (39% of all contributions)
Recordkeeper
Empower Annuity Ins Co Of America
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jul 1, 2017
✓ 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 (Jul 1, 2024 – Jun 30, 2025), filed Mar 11, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.14 million went into the plan in contributions, $2.01 million of it from the employer (39%).
  • $4.07 million was paid out to participants.
  • Investment and other income added $3.95 million.
  • Administrative expenses were $82,724, about $96 per account.

How the Legacy Traditional Schools 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,317$12.2 million$1.26 million$1.35 million
20201,621$18.0 million$1.67 million$1.78 million
20211,759$17.3 million$1.68 million$1.90 million
20221,900$21.4 million$1.93 million$2.70 million
20231,956$27.6 million$1.90 million$2.28 million
20241,755$32.5 million$2.01 million$4.07 million

Legacy Traditional Schools 401(k) Contact Information

Phone
480-270-5438
Mailing address
3201 S GILBERT RD BLDG A, CHANDLER AZ 85286
Plan sponsor
LEGACY TRADITIONAL SCHOOLS
Employer identification number (EIN)
46-0641842
Plan number
002

Questions about the Legacy Traditional Schools 401(k)

Does Legacy Traditional Schools contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.01 million, 39% of all contributions.

Does the Legacy Traditional Schools 401(k) have automatic enrollment?

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

How many people are in the Legacy Traditional Schools 401(k) plan?

1,755 participants at the start of plan year 2024, 1,519 of them active employees, and 209 former employees who still had money in the plan.

What is the average 401(k) balance at Legacy Traditional Schools?

About $37,873 per account: $32.5 million in plan assets across 858 accounts with a balance at the end of plan year 2024.

Who manages the Legacy Traditional Schools 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Legacy Traditional Schools. How do I access my 401(k)?

Your account stays with Empower 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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