Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACIES, LLC
EIN 27-1822284mental health careLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
75
51 WEST 4TH STREET - WINONA, MN 55987507-474-9100legaciesllc.comLinkedIn51-200 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 75 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#001
LEGACIES, LLC 401(K) PLAN
401k
Assets$2.0M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEGACIES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$857K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACIES, LLC 401(K) PLAN | 401k | $2.0M | 52 | 2025 | |
| 002 | LEGACIES, LLC CASH BALANCE PENSION PLAN | CashBalance | $857K | 23 | 2024 |
Retirement plans
Welfare plans