Legacy Marketing Partners, Llc 401(k) Plan
Sponsored by Legacy Marketing Partners, Llc · EIN 542132117 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 74
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Trust | Recordkeeping | $23,984 |
| Creative Planning | Investment advisory (participants) | $22,972 |
| Mesirow Financial | Investment advisory (participants) | $7,008 |