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FAMILY WEALTH AND LEGACY LLC

EIN 27-5285722-financial services-Latest filing 2025
Plans
1
Retirement
1
$883K assets
Welfare
0
Participants
10
70 LINDEN OAKS STE 3303 - ROCHESTER, NY 146252804585-350-7273familywealthandlegacy.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$883K - 10 part

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Retirement#001

FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$883K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST401k$883K102025
Retirement plans
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