Plan Snapshot
- Plan Sponsor: Legacy Planning Partners, LLC.
- Sponsor EIN: 203774139
- Sponsor Address: 600 W. GERMANTOWN PIKE, PLYMOUTH MEETING, PA, 19462
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $8,062
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. |
|---|
| 2025 | 0 | $8,062 | $0 | $0 |
| 2024 | 22 | $39,522 | $161,908 | $110,669 |
| 2023 | 22 | $19,258 | $96,647 | $132,618 |