What public Form 5500 filings show about the Legacy Healthcare Financial Services, LLC 401(k) plan — and how to find and check your own account.
Legacy Healthcare Financial Services, LLC (EIN 36-3151856) reports LEGACY HEALTHCARE 401(K) RETIREMENT PLAN on its most recent Form 5500, with $104.8M in plan assets across 6,840 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 Legacy Healthcare Financial Services, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Legacy Healthcare Financial Services, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONE DIGITAL INVESTMENTS, JAMES MOYNA, SMITH & HOWARD PC, MARQUIS PENSION.
