Legacy Financial Strategies /Sam

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

206

Total plan assets

$4.3M

Filings (rows)

Direct comp

$1K

Indirect comp

Showing only "LEGACY FINANCIAL STRATEGIES /SAM"

View all 4 variants aggregated →

LEGACY FINANCIAL ADVISORS11 LEGACY FINANCIAL STRATEGIES6 LEGACY FINANCIAL GROUP4 LEGACY FINANCIAL STRATEGIES /SAM1

SERVICES PROVIDED

Other service providers1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Holzhauer Auto & Truck Sales, Inc. Holzhauer 401(k) and Profit Sharing Plan · all filings	NASHVILLE, IL	Other service providers	206	$4.3M	$1K	$0