LEGACY FINANCIAL ADVISORS, INC.
EIN 20-4972254COVINGTON, KY
LEGACY FINANCIAL ADVISORS, INC. (EIN 20-4972254) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $6.0M in plan assets and 41 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
41
Total assets
$6.0M
A LEGACY FINANCIAL ADVISORS, INC. employee? See the LEGACY FINANCIAL ADVISORS, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 20-4972254
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN | 001 | 21 | $5.9M |
| LEGACY FINANCIAL ADVISORS INC CBS BENEFIT PLAN | 501 | 20 | $84K |
About this EIN
20-4972254 is the Employer Identification Number (EIN) LEGACY FINANCIAL ADVISORS, INC. 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 Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?