Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACY FINANCIAL ORGANIZATION, INC
EIN 22-3179922investment bankingLatest filing 2024
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
12
2000 PALM BEACH LAKES BLVD, SUITE 734 - WEST PALM BEACH, FL 33409561-248-5473LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 12 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
LEGACY FINANCIAL ORGANIZATION 401K PLAN
401k
Assets$7.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEGACY FINANCIAL ORGANIZATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGACY FINANCIAL ORGANIZATION 401K PLAN | 401k | $7.9M | 9 | 2024 | |
| 001 | LEGACY FINANCIAL ORGANIZATION DEFINED BENEFIT PLAN | TraditionalDB | $5.0M | 3 | 2024 |
Retirement plans