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WEALTH LEGACY GROUP INC — WEALTH LEGACY GROUP INC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250722114247NAL0001301219001
WEALTH LEGACY GROUP INC
Form 5500-SF
FILING_RECEIVED
WEALTH LEGACY GROUP INC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$716K
Net assets (EOY)
$716K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEALTH LEGACY GROUP INC
.
Find decision makers
Plan sponsor
Name
WEALTH LEGACY GROUP INC
EIN
20-8614580
Address
4540 KEARNY VILLA RD., STE 114 · SAN DIEGO, CA · 92123
Phone
(858) 569-0633
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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BEST TREE SERVICE
BEST TREE SERVICE RETIREMENT TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$714K · 20 participants
TRIDENT MEDICAL GROUP INC
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