What public Form 5500 filings show about the Legacy International ZION MINI 401(k) plan — and how to find and check your own account.
Legacy International ZION MINI (EIN 26-4706439) reports LEGACY INTERNATIONAL ZION MINI 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $18K in plan assets across 30 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 International ZION MINI filing — schedules, fees, and providers.
Legacy International ZION MINI’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 International ZION MINIHR for the recordkeeper’s name and login.