What public Form 5500 filings show about the Wealth Legacy Group Inc. 401(k) plan — and how to find and check your own account.
Wealth Legacy Group Inc. (EIN 20-8614580) reports WEALTH LEGACY GROUP INC 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $683K in plan assets across 2 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 Wealth Legacy Group Inc. filing — schedules, fees, and providers.
Wealth Legacy Group 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 Wealth Legacy Group Inc.HR for the recordkeeper’s name and login.
