Legacy Healthcare Financial Services, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Legacy Healthcare Financial Services, LLC (EIN 363151856)
  • Plan Type: 401(k)
  • Total Participants: 6,840
  • Total Assets: $104.8M
  • Sponsor State: IL

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246,840$104.8M$2.2M$10.3M
20235,898$61.7M$1.2M$8.0M
20224,911$42.2M$1.3M$6.6M

Service Providers

  • SMITH & HOWARD, PC — Accountant / Independent Qualified Public Accountant ($17,075)

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