Plan Snapshot
- Plan Sponsor: Legacy Financial Advisors, INC.
- Sponsor EIN: 753111580
- Sponsor Address: 5901 USTICK ROAD, NAMPA, ID, 83687
- Plan Type: DB
- Total Participants: 4
- Total Assets: $1.1M
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 | 4 | $1.1M | $231,000 | $0 |
| 2023 | 4 | $721,788 | $231,000 | $0 |
| 2022 | 4 | $465,341 | $233,691 | $0 |