How big is Wealth Legacy Group Inc.'s plan?

Wealth Legacy Group Inc.'s plan reported $683K in assets and 2 participants for 2024.

Original filing (PDF)20250722114553NAL0001303651001

Wealth Legacy Group Inc.

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

Form 5500-SF

FILING_RECEIVED

Wealth Legacy Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wealth Legacy Group Inc.'s Wealth Legacy Group Inc. 401(k) Profit Sharing Plan & Trust held $683K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$683K

Net assets (EOY)

$683K

Plan identifiers

Wealth Legacy Group Inc.'s EIN is 20-8614580.

EIN 20-8614580

Plan number 001

Plan year 2024

ACK ID 20250722114553NAL0001303651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Legacy Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 WEALTH LEGACY GROUP 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