Original filing (PDF)20251008084803NAL0003136867001

LEGACY FAMILY OFFICE LLC

Name: LEGACY FAMILY OFFICE LLC — LEGACY FAMILY OFFICE RETIREMENT PLAN, Form 5500 (2024)
Creator: LEGACY FAMILY OFFICE LLC

Form 5500-SF

FILING_RECEIVED

LEGACY FAMILY OFFICE RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$235K

Net assets (EOY)

$235K

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 (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEGACY FAMILY OFFICE LLC

EIN

26-2524964all filings

Address

9990 COCONUT ROAD SUITE 225 · BONITA SPRINGS, FL · 34135

Phone

(239) 949-1982

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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