Legacy Financial Strategies

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

816

Total plan assets

$99.3M

Filings (rows)

Direct comp

$131K

Indirect comp

Showing only "LEGACY FINANCIAL STRATEGIES"

View all 4 variants aggregated →

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

SERVICES PROVIDED

Advisor / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kansas City Art Institute Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan · all filings	KANSAS CITY, MO	Other service providers	122	$32.1M	$30K	$0
Kansas City Art Institute Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan · all filings	KANSAS CITY, MO	Other service providers	123	$28.6M	$30K	$0
Kansas City Art Institute Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan · all filings	KANSAS CITY, MO	Other service providers	123	$26.6M	$30K	$0
Palmer Mfg & Tank Inc. Palmer Mfg & Tank Inc. 401(k) Profit Sharing Plan & Trust · all filings	GARDEN CITY, KS	Advisor / Consultant	149	$4.7M	$15K	$0
Palmer Mfg & Tank Inc. Palmer Mfg & Tank Inc. 401(k) Profit Sharing Plan & Trust · all filings	GARDEN CITY, KS	Advisor / Consultant	146	$4.0M	$13K	$0
Palmer Mfg & Tank Inc. Palmer Mfg & Tank Inc. 401(k) Profit Sharing Plan & Trust · all filings	GARDEN CITY, KS	Advisor / Consultant	153	$3.2M	$13K	$0