Paloma Legacy Llc 401(k) Plan: Login, Facts & Contact Information
Paloma Legacy Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Paloma Legacy Llc 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Mar 7, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $182,656 went into the plan in contributions, $19,172 of it from the employer (11%).
- $125,653 was paid out to participants.
- Investment and other income added $170,729.
How the Paloma Legacy Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 172 | $1.35 million | $17,320 | $579,720 |
| 2020 | 143 | $1.53 million | $8,820 | $141,060 |
| 2021 | 121 | $1.82 million | $9,587 | $93,287 |
| 2022 | 122 | $1.19 million | $14,974 | $594,108 |
| 2023 | 144 | $1.16 million | $13,532 | $323,304 |
| 2024 | 141 | $1.37 million | $19,172 | $125,653 |
Paloma Legacy Llc 401(k) Contact Information
Questions about the Paloma Legacy Llc 401(k)
Does Paloma Legacy Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $19,172, 11% of all contributions.
Does the Paloma Legacy Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Paloma Legacy Llc 401(k) plan?
141 participants at the start of plan year 2024, 134 of them active employees.
What is the average 401(k) balance at Paloma Legacy Llc?
About $40,285 per account: $1.37 million in plan assets across 34 accounts with a balance at the end of plan year 2024.
Who manages the Paloma Legacy Llc 401(k) accounts?
Principal is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Paloma Legacy Llc. How do I access my 401(k)?
Your account stays with Principal 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.