Sponsor portfolio
LEGACY TREE GENEALOGISTS
EIN 27-1783079researchLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
73
50 W BROADWAY, STE 300 - SALT LAKE CITY, UT 84101801-506-6396legacytree.comLinkedIn11-50 employeesresearch
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 | LEGACY TREE 401(K) PLAN | 401k | $1.9M | 73 | 2025 |
Retirement plans