LEGACY III INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the LEGACY III INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The LEGACY III INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
LEGACY III INSURANCE AGENCY, INC. (EIN 26-4376859) reports LEGACY III INSURANCE 401(K) on its most recent Form 5500, with $445K in plan assets across 6 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 III INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the LEGACY III INSURANCE AGENCY, INC. 401(k)?
LEGACY III INSURANCE AGENCY, INC.’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 LEGACY III INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your LEGACY III INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LEGACY III INSURANCE AGENCY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).