Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R.E. LEGACY, LLC
EIN 47-1927746Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
54
390 COUNTY ROAD 319 - CRANE HILL, AL 35058938-224-5252
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 54 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
R. E. LEGACY, LLC RETIREMENT PLAN
401k
Assets$979K
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
R.E. LEGACY, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$652K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | R. E. LEGACY, LLC RETIREMENT PLAN | 401k | $979K | 35 | 2024 | |
| 002 | R.E. LEGACY, LLC CASH BALANCE PENSION PLAN | CashBalance | $652K | 19 | 2024 |
Retirement plans