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LEGACY WEALTH MANAGEMENT, LLC

EIN 26-3623778-financial services-Latest filing 2025
Plans
1
Retirement
1
$139K assets
Welfare
0
Participants
3
15615 ALTON PARKWAY, SUITE #230 - IRVINE, CA 92618714-583-6200legacy-wmg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$139K - 3 part

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Retirement#001

LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN

401k

Assets$139K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY WEALTH MANAGEMENT, LLC 401(K) PLAN401k$139K32025
Retirement plans
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