Assets by plan
Share of aggregate retirement assets
Filings through .
R.E. Legacy, LLC
EIN 47-1927746Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
R. E. LEGACY, LLC RETIREMENT PLAN
401(k)
Assets$979K
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
R.E. LEGACY, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$652K
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | R. E. LEGACY, LLC RETIREMENT PLAN | 401(k) | $979K | 35 | 2024 |
| #002 | R.E. LEGACY, LLC CASH BALANCE PENSION PLAN | Cash balance | $652K | 19 | 2024 |
- #001 · 401(k) · 202435
- #002 · Cash balance · 202419
Retirement plans