# Legacy Planning Partners, LLC. Health & Welfare Plan
Source: https://planprovider.pro/companies/legacy-planning-partners-llc-203774139-501

> Legacy Planning Partners, LLC.'s Health & Welfare plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-planning-partners-llc-203774139-501)

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