Plan Snapshot
- Plan Sponsor: Legacy Advisors, LLC
- Sponsor EIN: 352082411
- Sponsor Address: 580 E CARMEL DR STE 330, CARMEL, IN, 460323316
- Plan Type: DC
- Total Participants: 2
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $1.4M | $24,250 | $24,250 |
| 2023 | 2 | $1.2M | $19,550 | $19,550 |
| 2022 | 2 | $1.0M | $26,000 | $26,000 |