Legacy Wealth Planning

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

224

Total plan assets

$23.6M

Filings (rows)

Direct comp

$26K

Indirect comp

Showing only "LEGACY WEALTH PLANNING"

View all 3 variants aggregated →

LEGACY WEALTH MANAGEMENT4 LEGACY WEALTH PARTNERS1 LEGACY WEALTH PLANNING1

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Legacy Wealth Planning?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
L/P Insurance Services LLC L/P Insurance Services 401(k) Plan · all filings	RENO, NV	Other service providers	224	$23.6M	$26K	$0