Filings through .
Legacy Financial Advisors, Inc.
EIN 20-4972254financial servicesLatest filing 2025
Plans
2
Retirement
1
$7.3M assets
Health & Benefits
1
Participants
44
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN
401(k)
Assets$7.3M
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN | 401(k) | $7.3M | 24 | 2025 |
- #001 · 401(k) · 202524
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans