# The Legacy Alliance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-legacy-alliance-inc-401k-plan

> The Legacy Alliance, INC.'s 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 40

- **Total Assets:** $11.9M

## 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.|

| 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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