Legend Financial Advisors, Inc.

James J. Holtzman signed Legend Financial Advisors, Inc.'s 2024 Form 5500 as plan administrator.

• James J. Holtzman — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Legend Financial Advisors, Inc.'s EIN is 25-1713502.

Download the official 2024 Form 5500 (PDF) for Legend Financial Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Legend Financial Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).