Legacy of Excellence LLC 401(k) Plan
What public Form 5500 filings show about the Legacy of Excellence LLC 401(k) plan — and how to find and check your own account.
The Legacy of Excellence LLC 401(k) on its latest Form 5500
Legacy of Excellence LLC (EIN 87-3016353) reports TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $253K in plan assets across 27 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 of Excellence LLC filing — schedules, fees, and providers.
Who runs the Legacy of Excellence LLC 401(k)?
Legacy of Excellence 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 Legacy of Excellence LLCHR for the recordkeeper’s name and login.
How to check your Legacy of Excellence LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Legacy of Excellence LLC 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).