Legacy Retirement Solutions

Financial Services • Brookhaven, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	PO Box 1215, Brookhaven, PA 19015, US
Phone number	+14844831044
Website	legacyrsllc.com
NAICS	52
SIC	641
Keywords	Non-Qualified Plans, Peos, 403(B) Erisa Plans, Defined Benefit/Cash Balance Plans, Multi/Multiple Employer Groups, New Comparability Profit Sharing Formula, Related Employer Analysis, 401(K) Profit Sharing Plans
Founded	2010
Employees	1-10
Socials

Key Contact at Legacy Retirement Solutions

Michael Prevost

Vice President - Operations

Legacy Retirement Solutions Email Formats

Legacy Retirement Solutions uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@legacyrsllc.com), used 71.4% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@legacyrsllc.com	71.4%
{first initial}{last name}	jdoe@legacyrsllc.com	28.6%

About Legacy Retirement Solutions

We are a non-producing, fee-for-service third party retirement plan administration company created and controlled by experienced industry professionals. With over 40 combined years of experience in third party retirement plan administration and consulting, Legacy Retirement Solutions, LLC leverages that experience to provide customized solutions that can satisfy all of your clients’ retirement plan administration and consulting needs. We are experts at the compliant design, operation and administration of retirement plans. To improve your client's current Retirement Plan, or to talk about establishing one, please contact us directly at 484-483-1044 ext. 5.

Legacy Retirement Solutions revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Vice President

Employees by Department

Legacy Retirement Solutions has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Legacy Retirement Solutions has never raised funding before.

Legacy Retirement Solutions Tech Stack

Discover the technologies and tools that power Legacy Retirement Solutions's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Smart Slider 3

WordPress plugins

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

Redux Framework

WordPress plugins

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Bootstrap

UI frameworks

Yoast SEO

SEO

Frequently asked questions

Legacy Retirement Solutions is located in Brookhaven, Pennsylvania, US.

You can reach Legacy Retirement Solutions at +14844831044.

Legacy Retirement Solutions was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Legacy Retirement Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Legacy Retirement Solutions

Michael Prevost

Vice President - Operations

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