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  2. Sound Legacy Wealth Advisors Holdings, Inc.

Filings through Oct 24, 2026.

Sound Legacy Wealth Advisors Holdings, Inc.

EIN 84-4269797-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
4
10900 NE 4TH STREET, SUITE 2300-2362 - BELLEVUE, WA 98004206-399-6427soundlegacy.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.1M - 4 part

Plan summaries

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

Retirement#001

SOUND LEGACY WEALTH ADVISORS HOLDINGS, INC. 401(K) PLAN

401(k)

Assets$1.1M
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
#001SOUND LEGACY WEALTH ADVISORS HOLDINGS, INC. 401(K) PLAN401(k)$1.1M42025
  • SOUND LEGACY WEALTH ADVISORS HOLDINGS, INC. 401(K) PLAN$1.1M
    #001 · 401(k) · 20254
Retirement plans
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