Sponsor portfolio
BOLD FINANCIAL GROUP LEGACY INVESTMENT DESIGN CORPORATION
EIN 26-1588680Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$493K assets
Welfare
0
Participants
5
6749 ACADEMY ROAD NE SUITE A - ALBUQUERQUE, NM 87109505-828-1188
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOLD FINANCIAL GROUP 401(K) PLAN | 401k | $493K | 5 | 2025 |
Retirement plans