Original filing (PDF)20240703113053NAL0004399603001

THE CAPITAL LEGACY, LLC

Name: THE CAPITAL LEGACY, LLC — THE CAPITAL LEGACY, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: THE CAPITAL LEGACY, LLC

Form 5500-SF

FILING_RECEIVED

THE CAPITAL LEGACY, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE CAPITAL LEGACY, LLC

EIN

22-3823622all filings

Address

28 HARDWICK DR · KENDALL PARK, NJ · 08824

Phone

(732) 613-0005

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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