# Sound Legacy Wealth Advisors Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sound-legacy-wealth-advisors-holdings-inc-401k-plan

> Sound Legacy Wealth Advisors Holdings, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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