Legacy Financial Independent Advisors, LLC (EIN 92-1690509) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.2M in plan assets and 14 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Legacy Financial Independent Advisors 401(k) Plan | 001 | 8 | $1.2M |
| Legacy Financial Independent Advisors LLC CBS Benefit Plan | 501 | 6 | $4K |
92-1690509 is the Employer Identification Number (EIN) Legacy Financial Independent Advisors, LLC 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?
