Legere Group, Safe Harbor 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Legere Group, Safe Harbor
  • Sponsor EIN: 060924697
  • Sponsor Address: 80 DARLING DRIVE, AVON, CT, 06001
  • Plan Type: 401(k)
  • Total Participants: 61
  • Total Assets: $9.2M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202461$9.2M$146,082$439,882
202355$8.4M$153,353$371,143
202255$7.5M$138,329$401,286

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