Sponsor portfolio
LEGACY WEALTH MANAGEMENT, LLC
EIN 93-3700522Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$204K assets
Welfare
0
Participants
5
2010 CLUB DRIVE, SUITE 300 - GADSDEN, AL 35901256-563-2033
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 WEALTH MANAGEMENT 401(K) PLAN | 401k | $204K | 5 | 2025 |
Retirement plans