Onelegacy 403(b) Retirement Plan
Sponsored by Onelegacy · EIN 953138799 · Plan #001
- Total assets
- $48.2M
- Net assets
- $48.2M
- Active participants
- 467
- With balances
- 655
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Planners Financial Services | Other commissions | $58,859 |
| Empower Life And Annuity | Recordkeeping fees | $0 |