How big is Lincoln Legacy, LLC's plan?

Lincoln Legacy, LLC's plan reported $278K in assets and 11 participants for 2024.

Original filing (PDF)20251010122541NAL0004236387001

Lincoln Legacy, LLC

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

Form 5500-SF

FILING_RECEIVED

Lincoln Legacy, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lincoln Legacy, LLC's Lincoln Legacy, LLC 401(k) Profit Sharing Plan held $278K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Lincoln Legacy, LLC's EIN is 20-5498521.

EIN 20-5498521

Plan number 001

Plan year 2024

ACK ID 20251010122541NAL0004236387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lincoln Legacy, 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 LINCOLN LEGACY, 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