Plan Snapshot
- Plan Sponsor: Coldwell Banker Legacy
- Sponsor EIN: 850448789
- Sponsor Address: 6719 ACADEMY ROAD NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 77
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 77 | $2.2M | $0 | $0 |
| 2024 | 63 | $2.0M | $0 | $181,908 |
| 2023 | 76 | $1.9M | $0 | $145,874 |
| 2022 | 66 | $2.1M | $0 | $165,564 |