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  2. Legacy Wealth Partners

Filings through Oct 24, 2026.

Legacy Wealth Partners

EIN 83-2805772-investment management-Latest filing 2025
Plans
1
Retirement
1
$189K assets
Health & Benefits
0
Participants
4
3053 MILLER ROAD - ANN ARBOR, MI 48103734-709-8524yourlegacyourfocus.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$189K - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

LEGACY WEALTH PARTNERS 401(K) PLAN

401(k)

Assets$189K
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001LEGACY WEALTH PARTNERS 401(K) PLAN401(k)$189K42025
  • LEGACY WEALTH PARTNERS 401(K) PLAN$189K
    #001 · 401(k) · 20254
Retirement plans
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