Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACY FINANCIAL SERVICES INC.
EIN 32-0364653Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$334K assets
Welfare
0
Participants
5
13516 S. PARKER ROAD - HOMER GLEN, IL 60491708-301-4471
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $334K assets / 5 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#002
LEGACY FINANCIAL SERVICES INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$318K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEGACY FINANCIAL SERVICES INC. PROFIT SHARING/401(K) PLAN
401k
Assets$16K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGACY FINANCIAL SERVICES INC. CASH BALANCE PENSION PLAN | CashBalance | $318K | 2 | 2024 | |
| 001 | LEGACY FINANCIAL SERVICES INC. PROFIT SHARING/401(K) PLAN | 401k | $16K | 3 | 2024 |
Retirement plans