How big is Legacy Planning Partners' plan?

Legacy Planning Partners' plan reported $413K in assets and 14 participants for 2024.

Original filing (PDF)20250731122430NAL0002572995001

Legacy Planning Partners

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

Form 5500-SF

FILING_RECEIVED

Legacy Planning Partners 401(k) Plan

401(k) retirement plan · Legacy Planning Partners' Legacy Planning Partners 401(k) Plan held $413K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413K

Net assets (EOY)

$413K

Plan identifiers

Legacy Planning Partners' EIN is 20-3774139.

EIN 20-3774139

Plan number 001

Plan year 2024

ACK ID 20250731122430NAL0002572995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Planning Partners' plan includes profit-sharing, 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 PLANNING PARTNERS.

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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