Assets by plan
Share of aggregate retirement assets
52%top
Sponsor portfolio
LEGACY TRUST
EIN 90-0138321investment managementLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
42
99 MONROE AVE NW STE 600 - GRAND RAPIDS, MI 495032685616-454-2852legacygr.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 42 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LEGACY TRUST 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEGACY TRUST 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LEGACY TRUST 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 21 | 2025 | |
| 003 | LEGACY TRUST 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.8M | 21 | 2024 |
Retirement plans