How big is Legacy Counsellors, P.C.'s plan?

Legacy Counsellors, P.C.'s plan reported $1.9M in assets and 16 participants for 2024.

Original filing (PDF)20250630091103NAL0006194771001

Legacy Counsellors, P.C.

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

Form 5500-SF

FILING_RECEIVED

Legacy Counsellors, P.C. Retirement Plan

401(k) retirement plan · Legacy Counsellors, P.C.'s Legacy Counsellors, P.C. Retirement Plan held $1.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Legacy Counsellors, P.C.'s EIN is 16-1662182.

EIN 16-1662182

Plan number 001

Plan year 2024

ACK ID 20250630091103NAL0006194771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Counsellors, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 COUNSELLORS, P.C..

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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