Legacy 401 K Partners, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 19
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 19 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Iscar Metals 401(k) Plan Iscar Metals, Inc. | 2024 | |
| Marco Display Specialists, L.P. 401(k) Employees' Saving Plan Marco Display Specialists | 2024 | |
| Games Workshop Retirement Savings Plan Games Workshop Retail, Inc. | 2024 | |
| Outreach Health Services 401(k) Plan Health Care Group Management, Inc. | 2024 | |
| Affinity Veterinary Group 401 K Plan Affinity Veterinary Group, Inc. | 2024 | |
| Premier Trailer Leasing 401(k) Plan Premier Trailers, Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Jay Stuhr | Registered representative | Aug 2015 (11y) | ||
| Steven Bradley Grist | Registered representative | Aug 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Iscar Metals 401(k) Plan | Iscar Metals, Inc. | 368 | $69.6M | 01/01/2024 |
| Marco Display Specialists, L.P. 401(k) Employees' Saving Plan | Marco Display Specialists | 234 | $5.7M | 01/01/2024 |
| Games Workshop Retirement Savings Plan | Games Workshop Retail, Inc. | 432 | $13.7M | 01/01/2024 |
| Outreach Health Services 401(k) Plan | Health Care Group Management, Inc. | 4,587 | $4.9M | 01/01/2024 |
| Affinity Veterinary Group 401 K Plan | Affinity Veterinary Group, Inc. | 881 | $9.5M | 01/01/2024 |
| Premier Trailer Leasing 401(k) Plan | Premier Trailers, Llc | 240 | $19.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/04/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 04, 2026.
View current Form ADV (SEC/IAPD) ↗