Legacy 401k Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3737 Monica Ln, Fort Worth, Texas, 76244...

Phone Number

(817) 729-6410

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
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1

About Legacy 401k Partners

Legacy 401k Partners is a specialized Retirement Plan Advisor focused on corporate retirement plans, offering services as a 3(21) or 3(38) advisor. The firm is dedicated to helping clients manage their fiduciary responsibilities while providing investment monitoring and cost control measures. Their services include 401k and 403b plan consulting, fiduciary services, investment management, and employee education. Legacy 401k Partners aims to protect both companies and their employees by ensuring the best retirement plans are in place.Explore more
Legacy 401k Partners's Social MediaPopular SearchesLegacy 401k PartnersLegacy 401K Partners LLClegacy401k.comLEGACY 401k PARTNERS LLC ISLegacy 401k Partners IncSIC Code 62,628NAICS Code 52,523Show more

Legacy 401k Partners Org Chart

PhoneEmail
CT
United States flag for contact location.

Director, Business Development

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy 401k Partners

$5.5M
1-10
Private
-
2013
CT
Cesar TovarDirector, Business Development
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
11-50
Private
-
1993
N/A
<$5M
11-50
Private
-
1984
CE
Carissa EberleClient Relationship Manager
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
2017
AB
Andrea BadzaClient Service Manager
<$5M
1-10
Private
-
2014
SL
Stephen LoderickFounder & CEO, Cpa & Pfs, Cpcu, MBA
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy 401k Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy 401k Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy 401k Partners.

Legacy 401k Partners Tech Stack

A closer look at the technologies used by Legacy 401k Partners

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Frequently Asked Questions Regarding Legacy 401k Partners

What is Legacy 401k Partners's official website?
Legacy 401k Partners's official website is www.legacy401k.com
What is Legacy 401k Partners's Revenue?
Legacy 401k Partners's revenue is $5.5 Million
What is Legacy 401k Partners's SIC code?
Legacy 401k Partners's SIC: 62,628
What is Legacy 401k Partners's NAICS code?
Legacy 401k Partners's NAICS: 52,523
How many employees does Legacy 401k Partners have?
Legacy 401k Partners has 1-10 employees
What industry does Legacy 401k Partners belong to?
Legacy 401k Partners is in the industry of: Finance, Securities Trading
What is Legacy 401k Partners competition?
Legacy 401k Partners top competitors include: Retirement Plan Advisors, Black Box Pension Advocates, Arsenal 401k, FRS Capital Management
What technology does Legacy 401k Partners use?
Some of the popular technologies that Legacy 401k Partners uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Legacy 401k Partners?
Legacy 401k Partners contact info: Phone number: (817) 729-6410 Website: www.legacy401k.com
What does Legacy 401k Partners do?

Legacy 401k Partners is a specialized Retirement Plan Advisor focused on corporate retirement plans, offering services as a 3(21) or 3(38) advisor. The firm is dedicated to helping clients manage their fiduciary responsibilities while providing investment monitoring and cost control measures. Their services include 401k and 403b plan consulting, fi... duciary services, investment management, and employee education. Legacy 401k Partners aims to protect both companies and their employees by ensuring the best retirement plans are in place.Read More

What are Legacy 401k Partners social media links?
Legacy 401k Partners Linkedin page
Is Legacy 401k Partners a public company?
Legacy 401k Partners is private company therefore does not currently have an official ticker symbol
See more information about Legacy 401k Partners

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