# Legacy Partners Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/legacy-partners-ii-401k-plan

> Legacy Partners Ii, LLC&#39;s 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Oakland Insurance Agency](https://planprovider.pro/companies/oakland-insurance-agency-plan) — 29 participants

- [Shoreline Insurance Agency, INC.](https://planprovider.pro/companies/shoreline-insurance-agency-inc-401k-plan) — 31 participants

- [Alpena Agency, INC](https://planprovider.pro/companies/alpena-agency-inc-401k-plan) — 33 participants

- [Iott Insurance Agency, INC.](https://planprovider.pro/companies/iott-insurance-agency-inc-401k-plan) — 26 participants

- [David Chapman Agency, INC.](https://planprovider.pro/companies/david-chapman-agency-inc-plan) — 25 participants

- [Mccredie Agency, INC.](https://planprovider.pro/companies/mccredie-agency-inc-plan) — 23 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-partners-ii-401k-plan)

&copy; 2026 PlanProvider.Pro
