Plan Snapshot
- Plan Sponsor: The Legacy Alliance, INC.
- Sponsor EIN: 271451623
- Sponsor Address: 5341 OLD REDWOOD HWY SUITE 400, PETALUMA, CA, 94954
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2025 | 41 | $12.6M | $119,305 | $432,194 |
| 2024 | 40 | $11.9M | $113,902 | $426,766 |
| 2023 | 37 | $11.3M | $104,059 | $390,453 |
| 2022 | 35 | $9.7M | $86,950 | $380,573 |
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