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Filings through Oct 24, 2026.

Sponsor portfolio

DD Wealth Management

EIN 46-4951625-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
9
1425 JEFFERSON ROAD - ROCHESTER, NY 14623585-272-9806
Plans on this EIN
1 filing
#001401(k)-$1.2M - 9 part

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Retirement#001

LEGEND ROCHESTER 401K PROFIT SHARING PLAN

401(k)

Assets$1.2M
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGEND ROCHESTER 401K PROFIT SHARING PLAN401(k)$1.2M92025
Retirement plans
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