# Legacy Advisors, LLC DC Plan
Source: https://planprovider.pro/companies/legacy-advisors-llc-plan

> Legacy Advisors, LLC's DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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