Plan Snapshot
- Plan Sponsor: Legacy Mortgage, LLC
- Sponsor EIN: 270019832
- Sponsor Address: 6725 ACADEMY ROAD NE, ALBUQUERQUE, NM, 87109
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 73
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2022 | 73 | $4.6M | $101,792 | $457,860 |