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Filings through Oct 24, 2026.

Sponsor portfolio

Legacy Financial Services

EIN 27-2004529-financial services-Latest filing 2025
Plans
1
Retirement
1
$350K assets
Welfare
0
Participants
6
99 SWIFT STREET, SUITE 300 - SOUTH BURLINGTON, VT 05403802-316-3900legacyvt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$350K - 6 part

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Retirement#001

LEGACY FINANCIAL SERVICES 401(K) PLAN

401(k)

Assets$350K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY FINANCIAL SERVICES 401(K) PLAN401(k)$350K62025
Retirement plans
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