# Legare Investments, INC 401(k) Plan
Source: https://planprovider.pro/companies/legare-investments-inc-401k-plan

> Legare Investments, INC's 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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