Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
WEALTH LEGACY GROUP INC
EIN 20-8614580financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
4540 KEARNY VILLA RD., STE 114 - SAN DIEGO, CA 92123858-569-0633wealthlegacygroup.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WEALTH LEGACY GROUP INC CASH BALANCE PLAN
CashBalance
Assets$716K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WEALTH LEGACY GROUP INC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$683K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WEALTH LEGACY GROUP INC CASH BALANCE PLAN | CashBalance | $716K | 2 | 2024 | |
| 001 | WEALTH LEGACY GROUP INC 401K PROFIT SHARING PLAN & TRUST | 401k | $683K | 2 | 2024 |
Retirement plans