OpenERISA

Legacy Advisory Partners

Alpharetta, GA, 30022

EIN 45-1608661
Plans
2
Total participants
53
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
541990
Plan sponsors in GeorgiaProfessional, Scientific & Technical Services

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Legacy Advisory Partners 401(K) Plan5
2024Form 5500-SF002Legacy Executives Benefits, LLC Cash Balance Plan0
2023Form 5500-SF001Legacy Advisory Partners 401(K) Plan6
2023Form 5500-SF002Legacy Executives Benefits, LLC Cash Balance Plan6
2022Form 5500-SF001Legacy Advisory Partners 401K Plan7
2022Form 5500-SF002Legacy Executives Benefits, LLC Cash Balance Plan7
2021Form 5500-SF001Legacy Advisory Partners 401K Plan5
2021Form 5500-SF002Legacy Executives Benefits, LLC Cash Balance Plan5
2020Form 5500-SF001Legacy Advisory Partners 401K Plan6
2020Form 5500-SF002Legacy Executives Benefits, LLC Cash Balance Plan6

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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