Plan Snapshot
- Plan Sponsor: Legacy Wealth Management, INC.
- Sponsor EIN: 621132313
- Sponsor Address: 1715 AARON BRENNER DRIVE, MEMPHIS, TN, 38120
- Plan Type: 401(k)
- Total Participants: 22
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 22 | $14.3M | $449,264 | $416,426 |
| 2023 | 21 | $12.4M | $427,281 | $429,715 |
| 2022 | 24 | $9.8M | $472,480 | $429,718 |