# Legere Group, Safe Harbor 401(k) Plan
Source: https://planprovider.pro/companies/legere-group-safe-harbor-plan

> Legere Group, Safe Harbor's 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|61|$9.2M|$146,082|$439,882|

| 2023|55|$8.4M|$153,353|$371,143|

| 2022|55|$7.5M|$138,329|$401,286|

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