The Legacy Alliance, Inc. 401(k) Plan: Login, Facts & Contact Information

The Legacy Alliance, Inc. 401(k) Plan Facts

Plan name
LEGACY ALLIANCE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE LEGACY ALLIANCE, INC.
Participants
81 (40 active employees)
Former employees with a balance
33
Plan assets
$11,885,115 at Dec 31, 2024
Average account balance
$162,810 across 73 accounts
Employer contributions
$113,902 in plan year 2024 (21% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 1, 2009
✓ 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 Jul 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $540,668 went into the plan in contributions, $113,902 of it from the employer (21%).
  • $963,826 was paid out to participants.
  • Investment and other income added $1.01 million.

How the The Legacy Alliance, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201994$9.36 million$102,483$450,272
202090$10.8 million$82,943$447,629
202185$10.9 million$115,014$1.38 million
202283$9.74 million$86,950$110,710
202382$11.3 million$104,059$290,864
202481$11.9 million$113,902$963,826

The Legacy Alliance, Inc. 401(k) Contact Information

Phone
707-778-8638
Mailing address
5341 OLD REDWOOD HWY SUITE 400, PETALUMA CA 94954
Plan sponsor
THE LEGACY ALLIANCE, INC.
Employer identification number (EIN)
27-1451623
Plan number
001

Questions about the The Legacy Alliance, Inc. 401(k)

Does The Legacy Alliance, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $113,902, 21% of all contributions.

Does the The Legacy Alliance, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Legacy Alliance, Inc 401(k) plan?

81 participants at the start of plan year 2024, 40 of them active employees, and 33 former employees who still had money in the plan.

What is the average 401(k) balance at The Legacy Alliance, Inc?

About $162,810 per account: $11.9 million in plan assets across 73 accounts with a balance at the end of plan year 2024.

Who manages the The Legacy Alliance, Inc 401(k) accounts?

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

I no longer work at The Legacy Alliance, Inc. How do I access my 401(k)?

Your account stays with Empower 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.

Related Companies
Headquarter: 483 CLERMONT AVE, BROOKLYN, NY, 112382253
Headquarter: 7760 FRANCE AVE S #400, MINNEAPOLIS, MN, 55435
Headquarter: 2941 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA, 22042
Headquarter: 3M CENTER 223-6N-02, ST. PAUL, MN, 551441000
Headquarter: 101 PROSPECT AVENUE N.W. C/O TAX DEPT., 1220 GH, CLEVELAND, OH, 441151075