Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACY CAPITAL PLANNERS LLC
EIN 74-3226892financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
16
20251 CENTURY BLVD, SUITE 425 - GERMANTOWN, MD 20874240-395-1060legacycapitalplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEGACY CAPITAL PLANNERS, LLC 401(K) PLAN
401k
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEGACY CAPITAL PLANNERS CASH BALANCE PLAN
CashBalance
Assets$524K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY CAPITAL PLANNERS, LLC 401(K) PLAN | 401k | $2.2M | 9 | 2025 | |
| 002 | LEGACY CAPITAL PLANNERS CASH BALANCE PLAN | CashBalance | $524K | 7 | 2025 |
Retirement plans