Legacy Wealth Partners

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

11,059

Total plan assets

$205.6M

Filings (rows)

Direct comp

$7K

Indirect comp

Showing only "LEGACY WEALTH PARTNERS"

View all 3 variants aggregated →

LEGACY WEALTH MANAGEMENT4 LEGACY WEALTH PARTNERS1 LEGACY WEALTH PLANNING1

SERVICES PROVIDED

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Newport Group, Inc. Ascensus Secure Retirement Pooled Employer Plan · all filings	FOLSOM, CA	Other service providers	11,059	$205.6M	$7K	$0