Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

1 result

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Type: PlansEIN 363151856Clear all

Plans

  • planLegacy Healthcare 401(K) Retirement PlanFinancial statementProvider compensation2023 filing
    $61.7Mreported assets (EOY)
    Sponsor: Legacy Healthcare Financial Services, LLCEIN: 36-3151856Plan: 001Participants: 5,321Assets: $61,743,440Net assets: $61.5MAssets / participant: $11.6KLocation: Skokie, ILLatest: 2023
    View financial statement →