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  2. LEGACY GROWTH, INC.
Sponsor portfolio

LEGACY GROWTH, INC.

EIN 47-1978439-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
202
650 N 137TH AVE, SUITE 150 - GOODYEAR, AZ 85396602-614-5340
Plans on this EIN
2 filings
#003401k-$2.0M - 102 part#002CashBalance-$1.1M - 100 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 202 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • GROWTH INC. 401(K) (#003)64%
  • CASH BALANCE PLAN (#002)36%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROWTH INC. 401(K) (#003)102
  • CASH BALANCE PLAN (#002)100
Total 202Click 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#003

LEGACY GROWTH INC. 401(K) PLAN

401k

Assets$2.0M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGACY GROWTH, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003LEGACY GROWTH INC. 401(K) PLAN401k$2.0M1022024
002LEGACY GROWTH, INC. CASH BALANCE PLANCashBalance$1.1M1002024
Retirement plans
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