Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEGACY FINANCIAL ADVISORS, INC.
EIN 75-3111580financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 9 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#002
LEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN
TraditionalDB
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN
401k
Assets$69K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LEGACY FINANCIAL ADVISORS, INC. CASH BALANCE PLAN | TraditionalDB | $1.1M | 4 | 2024 | |
| 001 | LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN | 401k | $69K | 5 | 2024 |
Retirement plans