Plan Snapshot
- Plan Sponsor: Legacy Advisors, INC.
- Sponsor EIN: 631195860
- Sponsor Address: 65A SCOTIA DRIVE, PIKE ROAD, AL, 361172112
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 5 | $2.5M | $14,947 | $104,970 |
| 2023 | 5 | $2.0M | $14,285 | $98,493 |
| 2022 | 5 | $1.6M | $14,238 | $89,834 |