# Legacy Ortho, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/legacy-ortho-llc-844161032-501

> Legacy Ortho, LLC's Health & Welfare plan: 38 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|38|$13,513|$223,934|$195,547|

## Similar Plans

- [Cardinal Health, INC.](https://planprovider.pro/companies/cardinal-health-inc-401k-plan-055) — 44,500 participants

- [Cardinal Health, INC.](https://planprovider.pro/companies/cardinal-health-inc-401k-plan-062) — 823 participants

- [Meridian Bioscience, INC.](https://planprovider.pro/companies/meridian-bioscience-inc-401k-plan) — 520 participants

- [St International, INC.](https://planprovider.pro/companies/st-international-inc-401k-plan) — 190 participants

- [Keysource Acquisition, LLC](https://planprovider.pro/companies/keysource-acquisition-llc-401k-plan) — 152 participants

- [Principled Dynamics](https://planprovider.pro/companies/principled-dynamics-plan) — 64 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-ortho-llc-844161032-501)

© 2026 PlanProvider.Pro