What public Form 5500 filings show about the Resources Legacy Fund 401(k) plan — and how to find and check your own account.
Resources Legacy Fund (EIN 95-4703838) reports RESOURCES LEGACY FUND 401(K) PLAN on its most recent Form 5500, with $22.7M in plan assets across 135 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 Resources Legacy Fund filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Resources Legacy Fund 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP, FUTURE PLAN BY ASCENSUS.
