About Legacy Professionals LLP
<p>Built around employee benefit plan work since 2003, Legacy Professionals LLP is a Chicago-based CPA firm in the Chicago metro area with a long-running focus on audits and related accounting services.</p> <p>The firm works with employee benefit plans, labor organizations, not-for-profits, and commercial clients. It has 32 partners and principals and more than 185 professionals, and it has moved into a third generation of leadership while keeping the principles set by its founders.</p> <p>Legacy Professionals LLP handles financial statement preparation, plan audits, tax work, and payroll compliance. Sponsors looking for <a href="/auditors/401k">401(k) auditors</a> often choose the firm for its benefit-plan specialization rather than a generalist audit practice.</p> <p>For more information, contact Eileen Brassil.</p> <ul> <li>Founded in 2003</li> <li>Headquartered in Chicago, Illinois</li> <li>32 partners and principals</li> <li>Over 185 professionals</li> <li>Services include audits, financial statements, tax, and payroll compliance</li> </ul>
Website: https://www.legacycpas.com/
Founded: 2003
Office Locations
- Chicago, IL
Accreditations & Certifications
- AICPA EBPAQC
- AICPA Member
Audit Statistics (2024)
- Total Plans Audited: 161
- Total AUM Audited: $40.7B
- 401(k): 161 plans, $40.7B AUM
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| NATIONAL ELECTRICAL BENEFIT FUND | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND, MD | $19.3B | 343,794 |
| NATIONAL ELECTRICAL ANNUITY PLAN | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN, MD | $16.8B | 89,789 |
| SHEET METAL WORKERS' NATIONAL PENSION FUND | BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUND, VA | $8.3B | 66,166 |
| MIDWEST OPERATING ENGINEERS PENSION TRUST FUND | TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND, IL | $5.8B | 13,117 |
| CHICAGO & VICINITY LABORERS' DISTRICT COUNCIL PENSION PLAN | BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUND, IL | $5.2B | 11,313 |
| 401(k) Retirement Plan | Healthcare Sponsor, IL | $5.2B | 10,902 |
| 401(k) Retirement Plan | Manufacturing Sponsor, MD | $4.4B | 43,757 |
| 401(k) Retirement Plan | Professional Services Sponsor, IL | $3.5B | 25,412 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $3.2B | 10,758 |
🔒 Want to unlock and download Legacy Professionals LLP's client list?
Subscribe to Basic or Premium today to reveal and download all 186 client plans.
Subscribe Today