Plan Snapshot
- Plan Sponsor: Sound Legacy Wealth Advisors Holdings, INC.
- Sponsor EIN: 844269797
- Sponsor Address: 10900 NE 4TH STREET, SUITE 2300 -, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $241,394
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $241,394 | $18,994 | $39,032 |
| 2023 | 2 | $115,669 | $0 | $0 |
| 2022 | 3 | $468,508 | $0 | $0 |
| 2021 | 3 | $498,922 | $0 | $0 |