Stable plan record

LEGACY CAPITAL PLANNERS, LLC 401(K) PLAN

Sponsored by LEGACY CAPITAL PLANNERS, LLC · EIN/PN 743226892-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$18,006
Administrative cost per participant
2025
Not reported
Active participants
2025
9
Total plan assets
2025
$2,231,545
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623113017NAL00090268960019$18,006
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.