Plan Snapshot
- Plan Sponsor: Legare Investments, INC
- Sponsor EIN: 821501057
- Sponsor Address: 7265 PEPPERMILL PKWAY, N CHARLESTON, SC, 29418
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $328,117
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 1 | $328,117 | $0 | $0 |
| 2023 | 1 | $422,061 | $0 | $0 |
| 2022 | 4 | $385,666 | $0 | $0 |