Leger Investments, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Leger Investments, INC.
  • Sponsor EIN: 820848818
  • Sponsor Address: 2627 W. EL ALBA WAY, CHANDLER, AZ, 85224
  • Plan Type: 401(k)
  • Total Participants: 42
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202442$1.0M$0$49,428
202335$1.5M$31,442$51,919
202235$755,358$0$0

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