Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACY COACH, INC.
EIN 26-3110965non-profit organization managementLatest filing 2024
Plans
2
Retirement
2
$906K assets
Welfare
0
Participants
8
1750 E. I30 - ROCKWALL, TX 75087972-771-5900legacyrockranch.comLinkedIn1-10 employeesnon-profit organization management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $906K assets / 8 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 COACH PENSION PLAN
CashBalance
Assets$497K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LEGACY COACH RETIREMENT PLAN
401k
Assets$408K
Participants5
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 COACH PENSION PLAN | CashBalance | $497K | 3 | 2024 | |
| 001 | LEGACY COACH RETIREMENT PLAN | 401k | $408K | 5 | 2024 |
Retirement plans