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LEGACY ADVISORS, LLC

EIN 06-1659806-financial services-Latest filing 2025
Plans
1
Retirement
1
$16.3M assets
Welfare
0
Participants
61
5 APOLLO ROAD, SUITE 100 - PLYMOUTH MEETING, PA 19462610-943-3000legacyadvice.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$16.3M - 61 part

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Retirement#001

LEGACY ADVISORS, LLC 401 (K) RETIREMENT PLAN PLAN

401k

Assets$16.3M
Participants61
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY ADVISORS, LLC 401 (K) RETIREMENT PLAN PLAN401k$16.3M612025
Retirement plans
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