Sponsor portfolio
LEGACY ACCOUNTING & FINANCIAL SERVICES LLC
EIN 81-4255850accountingLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
15
400 DALY AVE, STE 200 - WISCONSIN RAPIDS, WI 54494715-423-3550legacyafs.comLinkedIn11-50 employeesaccounting
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 ACCOUNTING & FINANCIAL SERVICES LLC 401(K) PLAN | 401k | $1.4M | 15 | 2025 |
Retirement plans