Sponsor portfolio
LEGACY FINANCIAL ADVISORS, INC.
EIN 41-1838186financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
8
3500 AMERICAN BLVD. WEST, SUITE 675 - BLOOMINGTON, MN 55431952-893-5555lfamn.comLinkedIn1-10 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 | LFA 401(K) PLAN | 401k | $2.9M | 8 | 2025 |
Retirement plans