How big is Legacy Properties LLC's plan?

Legacy Properties LLC's plan reported $2.2M in assets and 10 participants for 2025.

Original filing (PDF)20260330064433NAL0014069362001

Legacy Properties LLC

Name: Legacy Properties LLC — Legacy Properties LLC 401(k), Form 5500 (2025)
Creator: Legacy Properties LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Properties LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Properties LLC's Legacy Properties LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mark Charest signed Legacy Properties LLC's 2025 Form 5500 as plan administrator.

Mark Charest — 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 Properties LLC's EIN is 06-1634811.

EIN 06-1634811

Plan number 001

Plan year 2025

ACK ID 20260330064433NAL0014069362001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Properties LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Properties LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PROPERTIES 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