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

Legacy Financial, Inc.'s plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20251008133851NAL0009869520001

Legacy Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Financial, Inc. 401(k) Plan

401(k) retirement plan · Legacy Financial, Inc.'s Legacy Financial, Inc. 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Caroline Andrews signed Legacy Financial, Inc.'s 2024 Form 5500 as plan administrator.

Caroline Andrews — 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 Financial, Inc.'s EIN is 06-1693294.

EIN 06-1693294

Plan number 001

Plan year 2024

ACK ID 20251008133851NAL0009869520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEGACY FINANCIAL, INC.

EIN

all filings

Address

4420 JACKSON ROAD, SUITE 101 · ANN ARBOR, MI · 48103

Phone

(734) 669-2800

Industry

Finance & Insurance

Plan administrator