Original filing (PDF)20250519104232NAL0000703907001

LEGACY FINANCIAL ADVISORS, INC.

Name: LEGACY FINANCIAL ADVISORS, INC. — LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LEGACY FINANCIAL ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

LEGACY FINANCIAL ADVISORS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY FINANCIAL ADVISORS, INC..

Plan sponsor

Name

LEGACY FINANCIAL ADVISORS, INC.

EIN

20-4972254

Address

117 E 4TH STREET · COVINGTON, KY · 41011

Phone

(859) 655-5225

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ARCATAUR CAPITAL MANAGEMENT, LLC

ARCATAUR CAPITAL MANAGEMENT, LLC 401(K) PLAN

$5.9M · 8 participants

JOHN D. DOVICH & ASSOCIATES, LLC

JOHN D. DOVICH & ASSOCIATES PROFIT SHARING PLAN

$5.9M · 3 participants

CUTLER INVESTMENT GROUP

CUTLER INVESTMENT GROUP 401(K) PROFIT SHARING PLAN

$5.9M · 24 participants

BOWEN, HANES & COMPANY, INC.

BOWEN, HANES & COMPANY, INC. PROFIT SHARING PLAN & TRUST

$5.9M · 10 participants

WEISS ASSET MANAGEMENT LP