How big is SMG Legacy, Inc.'s plan?

SMG Legacy, Inc.'s plan reported $4.8M in assets and 36 participants for 2024.

Original filing (PDF)20251010045054NAL0007687969001

SMG Legacy, Inc.

Name: SMG Legacy, Inc. — SMG Legacy, Inc. 401(k) Plan, Form 5500 (2024)
Creator: SMG Legacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SMG Legacy, Inc. 401(k) Plan

401(k) retirement plan · SMG Legacy, Inc.'s SMG Legacy, Inc. 401(k) Plan held $4.8M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Randall Lehman signed SMG Legacy, Inc.'s 2024 Form 5500 as plan administrator.

Randall Lehman — 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

SMG Legacy, Inc.'s EIN is 20-5192558.

EIN 20-5192558

Plan number 001

Plan year 2024

ACK ID 20251010045054NAL0007687969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SMG Legacy, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SMG LEGACY, INC..

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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