Sponsor portfolio
LEGACY WEALTH PARTNERS LLC
EIN 47-2019286Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$623K assets
Welfare
1
Participants
16
6315 EMERALD PKWY - DUBLIN, OH 430163241614-336-7660
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEGACY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$623K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
LEGACY WEALTH PARTNERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY WEALTH PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $623K | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LEGACY WEALTH PARTNERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans