LEGACY PLANNING PARTNERS
LEGACY PLANNING PARTNERS (EIN 20-3774139) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $413K in plan assets and 36 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Form 5500 plans filed under EIN 20-3774139
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| LEGACY PLANNING PARTNERS 401(K) PLAN | 001 | 14 | $413K |
| LEGACY PLANNING PARTNERS, LLC. EMPLOYEE BENEFIT PLAN | 501 | 22 | $0 |
Service providers reported by LEGACY PLANNING PARTNERS
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
20-3774139 is the Employer Identification Number (EIN) LEGACY PLANNING PARTNERS reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?