Plan Snapshot
- Plan Sponsor: Swan & Legend Management Services Company, LLC
- Sponsor EIN: 473196657
- Sponsor Address: 108 LOUDOUN ST., SW, LEESBURG, VA, 20175
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 24 | $2.7M | $74,734 | $315,325 |
| 2023 | 23 | $2.0M | $71,195 | $276,264 |
| 2022 | 21 | $831,663 | $61,806 | $256,241 |