Plan Snapshot
- Plan Sponsor: Legacy Retirement Advisors
- Sponsor EIN: 453687508
- Sponsor Address: 565 8TH ST, PASO ROBLES, CA, 934462821
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $0
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 | 4 | $0 | $0 | $0 |
| 2023 | 4 | $439,112 | $91,500 | $68,400 |
| 2022 | 4 | $243,153 | $83,918 | $61,008 |