How big is Legacy Financial Solutions, Inc.'s plan?

Legacy Financial Solutions, Inc.'s plan reported $40K in assets and 4 participants for 2024.

Original filing (PDF)20250813101635NAL0012524416001

Legacy Financial Solutions, Inc.

Name: Legacy Financial Solutions, Inc. — Legacy Financial, Form 5500 (2024)
Creator: Legacy Financial Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Financial Solutions, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Financial Solutions, Inc.'s Legacy Financial Solutions, Inc. 401(k) Profit Sharing Plan held $40K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan identifiers

Legacy Financial Solutions, Inc.'s EIN is 02-0492060.

EIN 02-0492060

Plan number 001

Plan year 2024

ACK ID 20250813101635NAL0012524416001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY FINANCIAL SOLUTIONS, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score