Legacy, Llc 401(k) Plan
Sponsored by Legacy, Llc · EIN 472413816 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 140
- With balances
- 130
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rehmann Llc Dba Rehmann Financial | Accounting | $15,500 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,041 |
| Gallagher Benefit Services Inc Dba | Investment advisory (plan) | $11,626 |