How big is Legacy Wealth Planning LLC's plan?

Legacy Wealth Planning LLC's plan reported $5.3M in assets and 7 participants for 2025.

Original filing (PDF)20260317144151NAL0002282785001

Legacy Wealth Planning LLC

Name: Legacy Wealth Planning LLC — Legacy Wealth Planning, Form 5500 (2025)
Creator: Legacy Wealth Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Planning 401(k) Plan and Trust

401(k) retirement plan · Legacy Wealth Planning LLC's Legacy Wealth Planning 401(k) Plan and Trust held $5.3M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Legacy Wealth Planning LLC's EIN is 20-4458937.

EIN 20-4458937

Plan number 001

Plan year 2025

ACK ID 20260317144151NAL0002282785001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Wealth Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Planning LLC's plan includes profit-sharing, 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 WEALTH PLANNING 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

Knocking points off