LEGACY PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the LEGACY PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The LEGACY PARTNERS, INC. 401(k) on its latest Form 5500
LEGACY PARTNERS, INC. (EIN 75-2605182) reports LEGACY PARTNERS RETIREMENT PLAN on its most recent Form 5500, with $26.6M in plan assets across 342 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 PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the LEGACY PARTNERS, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEGACY PARTNERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LINDQUIST VON HUSEN & JOYCE LLP, STRATEGIC ADVISORS, GLOBAL RETIREMENT PARTNERS.
How to check your LEGACY PARTNERS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask LEGACY PARTNERS, 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).