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  2. Dix Investment Management Inc Dba Legacy Financial

Filings through Oct 24, 2026.

Dix Investment Management Inc Dba Legacy Financial

EIN 83-2805844-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$874K assets
Health & Benefits
0
Participants
8
1393 MERIDIAN DRIVE, SUITE 2 - WOODBURN, OR 97071503-982-7040
Plans on this EIN
1 filing
#001401(k)-$874K - 8 part

Plan summaries

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

Retirement#001

DIX INVESTMENT MANAGEMENT 401(K) PSP

401(k)

Assets$874K
Participants8
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
#001DIX INVESTMENT MANAGEMENT 401(K) PSP401(k)$874K82025
  • DIX INVESTMENT MANAGEMENT 401(K) PSP$874K
    #001 · 401(k) · 20258
Retirement plans
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