Search public Form 5500 filings

Plans

• planLegacy Partners Retirement PlanFinancial statementProvider compensation2023 filing
  Sponsor: Legacy Partners, Inc.EIN: 75-2605182Plan: 001Participants: 451Assets: $26,594,237Location: Foster City, CALatest: 2023
• planLegacy Partners Health And Welfare Plan2023 filing
  Sponsor: Legacy Partners, IncEIN: 75-2605182Plan: 501Participants: 332Assets: not reported in the loaded datasetLocation: Foster City, CALatest: 2023