Sponsor portfolio
LEGACY FINANCIAL PLANNING
EIN 92-0415879Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$623K assets
Welfare
0
Participants
4
4067 HARDWICK ST., SUITE 205 - LAKEWOOD, CA 90712562-252-2401
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 FINANCIAL PLANNING 401(K) PLAN | 401k | $623K | 4 | 2025 |
Retirement plans