Sponsor portfolio
LEGACY ADVISORS, LLC
EIN 35-2082411internetLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
1
580 E CARMEL DR STE 330 - CARMEL, IN 460323316317-903-6757legacyai.spaceLinkedIn1-10 employeesinternet
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 LLC PROFIT SHARING PLAN | ProfitSharing | $1.6M | 1 | 2025 |
Retirement plans