How big is Legacy Wealth Advisors' plan?

Legacy Wealth Advisors' plan reported $1K in assets and 6 participants for 2024.

Original filing (PDF)20251229104748NAL0040579874001

Legacy Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Advisors MCF Benefit Plan

Health & welfare plan · Legacy Wealth Advisors' Legacy Wealth Advisors MCF Benefit Plan held $1K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$379

People on this filing

Becky Wekenborg signed Legacy Wealth Advisors' 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

Legacy Wealth Advisors' EIN is 26-0477040.

EIN 26-0477040

Plan number 501

Plan year 2024

ACK ID 20251229104748NAL0040579874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score