Original filing (PDF)20241025165108NAL0000182803001

LEGACY INVESTMENTS & INSURANCE SERVICES, INC.

Name: LEGACY INVESTMENTS & INSURANCE SERVICES, INC. — LEGACY INVESTMENTS & INSURANCE SERVICES, INC. 401(K) PLAN, Form 5500 (2023)
Creator: LEGACY INVESTMENTS & INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

LEGACY INVESTMENTS & INSURANCE SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LEGACY INVESTMENTS & INSURANCE SERVICES, INC.

EIN

26-2210010

Address

707 LOIS DR. · SUN PRAIRIE, WI · 53590

Phone

(608) 318-2633

Industry

Finance & Insurancesee all

Plan administrator