Sponsor portfolio
LEGACY WEALTH ADVISORS LLC
EIN 30-0884473financial servicesLatest filing 2025
Plans
1
Retirement
1
$784K assets
Welfare
0
Participants
15
3323 NE 163RD ST, SUITE 402 - NORTH MIAMI BEACH, FL 33131305-808-6140lwgadvisors.comLinkedIn11-50 employeesfinancial services
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 WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $784K | 15 | 2025 |
Retirement plans