LEGACY PLANNING PARTNERS 401(k) Plan
What public Form 5500 filings show about the LEGACY PLANNING PARTNERS 401(k) plan — and how to find and check your own account.
The LEGACY PLANNING PARTNERS 401(k) on its latest Form 5500
LEGACY PLANNING PARTNERS (EIN 20-3774139) reports LEGACY PLANNING PARTNERS 401(K) PLAN on its most recent Form 5500, with $413K in plan assets across 14 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 PLANNING PARTNERS filing — schedules, fees, and providers.
Who runs the LEGACY PLANNING PARTNERS 401(k)?
LEGACY PLANNING PARTNERS’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 PLANNING PARTNERSHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, INNOVU, BENECON GROUP, BSI CORPORATE BENEFITS, CAPITAL BLUECROSS.
How to check your LEGACY PLANNING PARTNERS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LEGACY PLANNING PARTNERS 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).