# Swan & Legend Management Services Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/swan-legend-management-services-company-llc-401k-plan

> Swan & Legend Management Services Company, LLC's 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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