Plan Snapshot
- Plan Sponsor: Legacy Partners Ii, LLC
- Sponsor EIN: 472941697
- Sponsor Address: 39833 BRIDGEVIEW STREET, HARRISON TOWNSHIP, MI, 48045
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2024 | 30 | $1.6M | $80,140 | $219,677 |
| 2023 | 22 | $1.2M | $14,628 | $190,857 |
| 2022 | 30 | $934,937 | $70,921 | $152,973 |