How big is Legacy Wealth Group, Inc.'s plan?

Legacy Wealth Group, Inc.'s plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250828103329NAL0018033424001

Legacy Wealth Group, Inc.

Name: Legacy Wealth Group, Inc. — Legacy Wealth Group 401, Form 5500 (2024)
Creator: Legacy Wealth Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Group 401 (K) Retirement Plan

401(k) retirement plan · Legacy Wealth Group, Inc.'s Legacy Wealth Group 401 (K) Retirement Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Legacy Wealth Group, Inc.'s EIN is 26-2937210.

EIN 26-2937210

Plan number 002

Plan year 2024

ACK ID 20250828103329NAL0018033424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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