Jump Inc. Dba Coldwell Banker Legacy 401(k) Plan: Login, Facts & Contact Information

Jump Inc. Dba Coldwell Banker Legacy 401(k) Plan Facts

Plan name
COLDWELL BANKER LEGACY 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COLDWELL BANKER LEGACY
Participants
86 (63 active employees)
Former employees with a balance
10
Plan assets
$1,979,233 at Dec 31, 2024
Average account balance
$31,416 across 63 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $181,908 went into the plan in contributions.
  • $329,506 was paid out to participants.
  • Investment and other income added $185,778.

How the Jump Inc. Dba Coldwell Banker Legacy 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019203$2.16 million$0$324,458
2020158$2.57 million$0$65,243
2021146$2.85 million$0$155,049
2022134$2.09 million$0$431,250
202391$1.95 million$0$574,841
202486$1.98 million$0$329,506

Jump Inc. Dba Coldwell Banker Legacy 401(k) Contact Information

Phone
505-857-2299
Mailing address
6719 ACADEMY ROAD NE, ALBUQUERQUE NM 87109
Plan sponsor
COLDWELL BANKER LEGACY
Employer identification number (EIN)
85-0448789
Plan number
001

Questions about the Jump Inc. Dba Coldwell Banker Legacy 401(k)

Does Jump Inc. Dba Coldwell Banker Legacy contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Jump Inc. Dba Coldwell Banker Legacy 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Jump Inc. Dba Coldwell Banker Legacy 401(k) plan?

86 participants at the start of plan year 2024, 63 of them active employees, and 10 former employees who still had money in the plan.

What is the average 401(k) balance at Jump Inc. Dba Coldwell Banker Legacy?

About $31,416 per account: $1.98 million in plan assets across 63 accounts with a balance at the end of plan year 2024.

Who manages the Jump Inc. Dba Coldwell Banker Legacy 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jump Inc. Dba Coldwell Banker Legacy. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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