Sponsor portfolio
LEGACY PLANNING PARTNERS, LLC.
EIN 20-3774139Latest filing 2025
Plans
2
Retirement
1
$413K assets
Welfare
1
Participants
14
600 W. GERMANTOWN PIKE, SUITE 261 - PLYMOUTH MEETING, PA 19462484-765-9100
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEGACY PLANNING PARTNERS 401(K) PLAN
401k
Assets$413K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY PLANNING PARTNERS 401(K) PLAN | 401k | $413K | 14 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans