Plan Snapshot
- Plan Sponsor: Legacy Holding Company
- Sponsor EIN: 760204762
- Sponsor Address: 1415 LOUISIANA STREET, HOUSTON, TX, 77002
- Plan Type: 401(k)
- Total Participants: 61
- Total Assets: $35.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 61 | $35.9M | $810,760 | $792,040 |
| 2023 | 48 | $31.3M | $733,684 | $703,987 |
| 2022 | 51 | $25.4M | $217,654 | $693,112 |