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LEGACY WEALTH MANAGEMENT

EIN 36-4871088-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
2
555 CAPITOL MALL STE 747 - SACRAMENTO, CA 958144502916-465-8001legacy-wmg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.0M - 2 part

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Retirement#001

LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN

401k

Assets$1.0M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY WEALTH MANAGEMENT 401K PROFIT SHARING PLAN401k$1.0M22025
Retirement plans
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