P 401(k) Plan Report

Stable plan record

LEGACY HERITAGE PARTNERS LLC 401(K) PLAN

Sponsored by LEGACY HERITAGE PARTNERS LLC · EIN/PN 770645981-001

Selected filing history

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

Employer money per active participant
2025
$4,409
Administrative cost per participant
2025
$8
Active participants
2025
15
Total plan assets
2025
$2,547,482
Participant loans as a share of assets
2025
4.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260325142932NAL000617102400115$4,409
Public filing identifier

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