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LEGACY WEALTH MANAGEMENT, INC.

EIN 62-1132313-investment management-Latest filing 2025
Plans
1
Retirement
1
$15.6M assets
Welfare
0
Participants
24
1715 AARON BRENNER DRIVE, SUITE 301 - MEMPHIS, TN 38120901-758-9006legacywealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$15.6M - 24 part

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Retirement#001

LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN

401k

Assets$15.6M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN401k$15.6M242025
Retirement plans
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