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  2. LEGACY AEROSPACE & DEFENSE LLC
Sponsor portfolio

LEGACY AEROSPACE & DEFENSE LLC

EIN 46-2694753-aviation & aerospace-Latest filing 2025
Plans
3
Retirement
2
$1.7M assets
Welfare
1
Participants
29
150 GLENN BRIDGE ROAD - ARDEN, NC 28704828-674-5845legacy-aerospace.comLinkedIn1-10 employeesaviation & aerospace
Plans on this EIN
3 filings
#001401k-$1.2M - 9 part#002CashBalance-$472K - 10 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • LLC - 401(K) (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • LLC - 401(K) (#001)9
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEGACY AEROSPACE & DEFENSE LLC - 401(K)

401k

Assets$1.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LEGACY AEROSPACE & DEFENSE LLC CASH BALANCE PLAN

CashBalance

Assets$472K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

LEGACY AEROSPACE & DEFENSE LLC CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY AEROSPACE & DEFENSE LLC - 401(K)401k$1.2M92025
002LEGACY AEROSPACE & DEFENSE LLC CASH BALANCE PLANCashBalance$472K102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002LEGACY AEROSPACE & DEFENSE LLC CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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