How big is Legacy Capital, LLC's plan?

Legacy Capital, LLC's plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250513125622NAL0040665010001

Legacy Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Capital Retirement Savings Plan

401(k) retirement plan · Legacy Capital, LLC's Legacy Capital Retirement Savings Plan held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jane Boniface signed Legacy Capital, LLC's 2024 Form 5500 as plan administrator.

Jane Boniface — 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 Capital, LLC's EIN is 20-0898125.

EIN 20-0898125

Plan number 001

Plan year 2024

ACK ID 20250513125622NAL0040665010001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CAPITAL, 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