Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Legacy Professionals LLP
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Legacy Professionals LLP is named as a service provider on the Schedule C of 136 retirement plans with 100 or more participants for plan year 2024, covering 771,250 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $7.9M. Per plan, the median was $15.07 per participant, with the middle half of plans between $8.66 and $31.43. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (60), Minnesota (25) and Indiana (14).
In 2009 it appeared on 93 such filings; in 2024, 143 (up 54%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $8.66 | $15.07 | $31.43 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Rocky Mountain UFCW Unions and Employers Retail and Meat Pension Plan | Trustees of the Rocky Mountain UFCW Pension Plan C/o Zenith American S | CO | 68,000 | $1.29B | $144K |
| Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan | Trustees of Central Midwest Regional Council of Carpenters DC Pension | MI | 55,172 | $1.59B | $86K |
| Mid-America Carpenters Regional Council Supplemental Retirement Plan | Board of Trustees of Mid-America Carp Reg Council Supplemental Retirem | IL | 37,703 | $2.02B | $33K |
| Mid-America Carpenters Regional Council Pension Fund | Board of Trustees of Mid-America Carpenters Regional Council Pension F | IL | 37,623 | $6.30B | $1.4M |
| National Roofing Industry Pension Fund | National Roofing Industry Pension Fund Wilson-McShane Corporation | MN | 33,266 | $2.13B | $230K |
| Ohio Carpenters' Pension Plan | Trustees of Ohio Carpenters' Pension Plan | MI | 31,115 | $2.12B | $271K |
| SEIU Local 1 & Participating Employers Pension Trust | Trustees of SEIU Local 1 & Participating Employers Pension Trust | IL | 23,447 | $773M | $200K |
| Minnesota Laborers Pension Fund | Board of Trustees of Minnesota Laborers Pension Fund | MN | 21,655 | $3.19B | $146K |
| SEIU Local No. 4 Pension Fund | Trustees of SEIU Local No. 4 Pension Fund | IL | 17,627 | $88.6M | $148K |
| Indiana State Council of Carpenters Pension Fund | Board of Trustees Indiana State Council of Carpenters Pension Fund | MI | 17,170 | $1.35B | $58K |
| Midwest Operating Engineers Retirement Enhancement | Trustees of Midwest Operating Engineers Retirement Enhancement Fund | IL | 16,681 | $758M | $46K |
| Pipe Fitters Retirement Fund, Local 597 | Trustees of Pipe Fitters Retirement Fund Local 597 | IL | 14,689 | $3.00B | $99K |
| Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | Board of Trustees Indiana/kentucky/ohio Regional Council Carpenters Pe | MI | 13,860 | $1.78B | $72K |
| Minneapolis Retail Meat Cutters and Food Handlers Pension Fund | Board of Trustees, Minneapolis Retail Meat Cutters | MN | 13,679 | $605M | $39K |
| Usw Industry 401(k) Plan | The Board of Trustees Usw Industry 401(k) Fund | TN | 12,604 | $396M | $86K |
| Operating Engineers Local #49 Defined Contribution Plan | Trustees of Operating Engineers Local #49 Defined Contribution Plan | MN | 12,571 | $71.0M | $16K |
| Intermountain Retail Store Employees Pension Plan | Intermountain Retail Store Employees Pension Plan Board of Trustees | WA | 12,226 | $223M | $40K |
| United Food and Commercial Workers Local 1546 Pension Plan | Board of Trustees of United Food & Commercial WKRS Local 1546 Pension | IL | 12,224 | $217M | $69K |
| Pipe Fitters Association L.U. 597, U.A. 401(k) Pla | Trustees of Pipe Fitters Association Local 597 | IL | 11,439 | $2.49B | $30K |
| Suburban Teamsters of Northern Illinois Pension Plan | Trustees of Suburban Teamsters of Northern Illinois Pension Fund | IL | 10,032 | $921M | $173K |
| Iron Workers' Mid-America Pension Plan | Board of Trustees of Iw Mid-America Pension Plan | IL | 9,805 | $998M | $143K |
| National Roofing Industry Supplemental Pension Plan | Trustees of National Roofing Industry Supplemental Pension Plan | MN | 9,509 | $235M | $46K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $191K |
| Local No. 1 Pension Trust Fund | Trustees of Local 1 Pension Fund | IL | 9,289 | $346M | $127K |
| Pension Fund of Local 227 | Board of Trustees of Pension Fund of Local 227 | FL | 8,832 | $97.2M | $69K |
| UFCW Local Union 1189 and St. Paul Food Employers Defined Contribution Plan | Trustees of UFCW Local Union 1189 and St. Paul Food Employers Def Cont | MN | 7,478 | $226M | $21K |
| IUOE Local 399 Participating Employers Deferred Compensation Employee Savings Plan | Board of Trustees IUOE Local 399 Deferred Compensation Savings Plan | IL | 7,098 | $346M | $26K |
| IBEW Local 613 Defined Contribution Pension Plan | Trustees of IBEW Local 613 Defined Contribution Pension Plan | GA | 6,991 | $752M | $39K |
| Iron Workers' Mid-America Supplemental Monthly Annuity (Sma) Fund | Trustees of Iron Wkers' Mid-America Supplemental | IL | 6,945 | $771M | $124K |
| Teamsters Union No. 142 Pension Fund | Trustees of Teamsters Union No. 142 Pension Fund | IN | 6,610 | $637M | $223K |
| Teamsters Local Union No. 727 Pension Plan | Board of Trustees of Teamsters Local Union No. 727 Pension Plan | IL | 6,526 | $606M | $60K |
| Local No. 1 Suburban 401(k) Savings Plan | Board of Trustees Local No. 1 Suburban 401(k) Savings Plan | IL | 6,511 | $10.9M | $22K |
| Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan | Trustees Electrical Workers Local NO.292 Defined Contribution and 401(k) | MN | 6,319 | $1.19B | $27K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $196K |
| Plumbers' Retirement Savings Fund, Local 130, U.A. | Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 | IL | 6,158 | $448M | $47K |
| Northern Mn-Wi Area Retail Clerks Pension Fund | Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund | MN | 6,012 | $136M | $24K |
| Sheet Metal Workers' Local 73 Pension Fund | Board of Trustees of the Sheet Metal Workers 73 Pension Fund | IL | 5,310 | $784M | $75K |
| Administrative District Council 1 Pension Fund | Board of Trustees of Administrative District Council 1 Pension Fund | IL | 5,273 | $543M | $76K |
| Electrical Workers Local No. 292 Pension Plan | Trustees Electrical Workers Local NO.292 Pension Plan | MN | 5,243 | $447M | $36K |
| U.F.C.W. District Union Local Two & Employers Pension Fund | Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund | FL | 5,241 | $192M | $87K |
Questions and answers
How many plans does Legacy Professionals LLP serve?
136 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Legacy Professionals LLP?
The median plan reported $15.07 per participant in direct and indirect compensation (136 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (136 plans), Recordkeeping and information management (75 plans) and Other services (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.