Sponsor portfolio
LEGACY ADVISORS INC
EIN 27-2344729management consultingLatest filing 2025
Plans
1
Retirement
1
$311K assets
Welfare
0
Participants
5
1601 BELVADERE ROAD, SUITE 305S - WEST PALM BEACH, FL 33406561-310-4905legacymandaadvisors.comLinkedIn1-10 employeesmanagement consulting
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 ADVISORS INC 401K PLAN | 401k | $311K | 5 | 2025 |
Retirement plans