# Legacy Wealth Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/legacy-wealth-management-inc-401k-plan-001-2313

> Legacy Wealth Management, INC.'s 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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