What public Form 5500 filings show about the The Legacy Case Management Inc. 401(k) plan — and how to find and check your own account.
The Legacy Case Management Inc. (EIN 38-3847079) reports THE LEGACY CASE MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $76K in plan assets across 19 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 The Legacy Case Management Inc. filing — schedules, fees, and providers.
The Legacy Case Management Inc.’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 The Legacy Case Management Inc.HR for the recordkeeper’s name and login.
