LEGACY LEGAL PLANNING, LLC 401(K) PLAN

[ EIN: 47-2530610 | Plan No. 001 ]

Form 5500 filing classifies LEGACY LEGAL PLANNING, LLC 401(K) PLAN as a 401(k) plan, sponsored by LEGACY LEGAL PLANNING, LLC. The plan is a Small Plan with 4 participants and total assets of $42,348 reported for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: LEGACY LEGAL PLANNING, LLC

Location: 80 WASHINGTON ST, NORWELL, MA 02061

EIN: 472530610

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $42,348

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