Sponsor portfolio
LEGACY PRIVATE WEALTH ADVISORS I
EIN 93-2840172financial servicesLatest filing 2025
Plans
1
Retirement
1
$98K assets
Welfare
0
Participants
3
1300 W COMMERCE DR, STE 700 - PEORIA, IL 61615309-369-0959legacyinvestments.netLinkedIn1-10 employeesfinancial services
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 | |
|---|---|---|---|---|---|---|
| 002 | LEGACY PRIVATE WEALTH ADVISORS, INC | 401k | $98K | 3 | 2025 |
Retirement plans