How big is Legacy Insurance Group LLC's plan?

Legacy Insurance Group LLC's plan reported $540K in assets and 7 participants for 2024.

Original filing (PDF)20250925110531NAL0010396707001

Legacy Insurance Group LLC

Name: Legacy Insurance Group LLC — Legacy Insurance 401(k), Form 5500 (2024)
Creator: Legacy Insurance Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Insurance 401(k) Plan

401(k) retirement plan · Legacy Insurance Group LLC's Legacy Insurance 401(k) Plan held $540K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

People on this filing

Richard H. England, Jr. signed Legacy Insurance Group LLC's 2024 Form 5500 as plan administrator.

Richard H. England, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Insurance Group LLC's EIN is 04-3416040.

EIN 04-3416040

Plan number 001

Plan year 2024

ACK ID 20250925110531NAL0010396707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Insurance Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Insurance Group LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INSURANCE GROUP LLC.

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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