Legacy Homserv INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Legacy Homserv INC.
  • Sponsor EIN: 872853004
  • Sponsor Address: 8650 122ND AVE SE, BECKER, MN, 55308
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $505,420

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$505,420$0$0
20243$505,420$0$0
20232$61,328$0$0
20221$170,654$0$0

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