Sponsor portfolio
LEGACY HERITAGE PARTNERS LLC
EIN 77-0645981civic & social organizationLatest filing 2025
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
15
55 EAST 59TH STREET - NEW YORK, NY 10022212-578-8190LinkedIn11-50 employeescivic & social organization
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY HERITAGE PARTNERS LLC 401(K) PLAN | 401k | $2.5M | 15 | 2025 |
Retirement plans