Legacy Ortho, LLC Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Legacy Ortho, LLC
  • Sponsor EIN: 844161032
  • Sponsor Address: 8460 DUKE BLVD, MASON, OH, 45040
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 38
  • Total Assets: $13,513

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202438$13,513$223,934$195,547

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