# Legacy Financial Advisors, INC. DB Plan
Source: https://planprovider.pro/companies/legacy-financial-advisors-inc-plan-002

> Legacy Financial Advisors, INC.'s DB plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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