What public Form 5500 filings show about the Athena Legacy Solutions, LLC 401(k) plan — and how to find and check your own account.
Athena Legacy Solutions, LLC (EIN 27-4658282) reports ATHENA LEGACY SOLUTIONS, LLC 401(K) P/S PLAN on its most recent Form 5500, with $74K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Athena Legacy Solutions, LLC filing — schedules, fees, and providers.
Athena Legacy Solutions, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Athena Legacy Solutions, LLCHR for the recordkeeper’s name and login.
