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LEGACY WEALTH MANAGEMENT, INC

EIN 65-0732128-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
12
1250 S. PINE ISLAND ROAD SUITE 300 - PLANTATION, FL 33324954-474-7100lwmfl.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.4M - 12 part

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Retirement#001

LEGACY WEALTH MANAGEMENT, INC 401(K) PLAN

401k

Assets$2.4M
Participants12
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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$2.4M122025
Retirement plans
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