How big is Legacy Wealth Management Group, LLC's plan?

Legacy Wealth Management Group, LLC's plan reported $1.8M in assets and 2 participants for 2023.

Original filing (PDF)20241003121118NAL0010517905001

Legacy Wealth Management Group, LLC

Name: Legacy Wealth Management Group, LLC — Legacy Wealth, Form 5500 (2023)
Creator: Legacy Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management Group, LLC 401(k) Plan

401(k) retirement plan · Legacy Wealth Management Group, LLC's Legacy Wealth Management Group, LLC 401(k) Plan held $1.8M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Legacy Wealth Management Group, LLC's EIN is 06-1777831.

EIN 06-1777831

Plan number 001

Plan year 2023

ACK ID 20241003121118NAL0010517905001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Legacy Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Legacy Wealth Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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