N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | T P A s NAPA FIRM PARTNERS
W A C O , T X | j ul y se rvi c e s.c om
KEY CONTACTS
LEGACY RETIREMENT SOLUTIONS LLC A S T O N , P A | l e g acy r s l l c. com
KEY CONTACTS
Blake Willis | 888.333.5859 | bwillis@julyservices.com Michelle LeCates | 888.333.5859 | mlecates@julyservices.com Megan Knapp | 888.333.5859 | mknapp@julyservices.com
Steve Warner | 484.483.2146 | Swarner@legacyrsllc.com Joseph Ehmann | 484.483.1044 | Jehmann@legacyrsllc.com
FIRM PROFILE
We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals. With over 65 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans.
July Business Services (JULY) has partnered with advisors nationwide since 1994 to design and implement successful retirement plan strategies for small businesses. Our team understands that retirement is the number one reason for individual investing, and for many investors, company-sponsored plans are the foundation of their retirement savings strategies. Our services include: recordkeeping, plan administration, plan design consulting, payroll services, and business process outsourcing.
ESTABLISHED: 1994 STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE: AR, CA,
CO, DE, FL, GA, IL, MA, MN, OH, OK, OR, TN, TX
PRIMARY MARKET(S) SERVED
FIRM PROFILE
ESTABLISHED: 2010 STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE:
We are a National TPA
PRIMARY MARKET(S) SERVED
NO. OF PLANS/PARTICIPANTS SERVED BY TYPE
NO. OF PLANS/PARTICIPANTS SERVED BY TYPE
[As of 6/30/19] 401(k) ....................................................................................... 375 / 25,000 403(b) ................................................................................................. 10 / 50 457 ............................................................................................................. 1 / 1 Cash Balance ................................................................................... 12 / 200 Defined Benefit (Traditional) ..........................................................10 / 75 Money Purchase .................................................................................... 0 / 0 NQDC ..................................................................................................... 1 / 8 Other ...................................................................................................... 0 / 0
TOTAL ASSETS ADMINISTERED
$525,000,000
CUSTODIAN(S) USED
We are willing to work with any custodian
FEE STRUCTURE
Per Participant Fee, Asset-based
SERVICE(S) PROVIDED
» Compliance Support » Preparation of Loan Paperwork » Processing of Loan Application » Non-discrimination Testing » Plan Design Consulting » Actuarial Calculations & Support » Form 5500 Preparation
[As of 6/30/19] 401(k) ...................................................................................3,500 / 85,000 403(b) ........................................................................................ 65 / 33,000 457 .....................................................................................................10 / 500 Cash Balance ............................................................................ 250 / 2,000 Defined Benefit (Traditional) .......................................................50 / 350 Money Purchase ..............................................................................15 / 500 NQDC .............................................................................................5 / 1,200 Other ............................................................................................ 55 / 1,000 $4,100,000,000
Mid Atlantic Trust Company, Matrix, Pershing, and Charles Schwab. Per Participant Fee, Base Fee » Compliance Support » Preparation of Loan Paperwork » Processing of Loan Application » Non-discrimination Testing » Plan Design Consulting » Actuarial Calculations & Support » Form 5500 Preparation » Employee Education » Call Center
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113 NAPA-NET.ORG
JULY BUSINESS SERVICES
TOTAL ASSETS ADMINISTERED
CUSTODIAN(S) USED FEE STRUCTURE
SERVICE(S) PROVIDED
11/12/19 3:26 PM