How big is Prime Legacy Management, LLC's plan?

Prime Legacy Management, LLC's plan reported $7.8M in assets and 13 participants for 2025.

Original filing (PDF)20260323085827NAL0001818595001

Prime Legacy Management, LLC

Name: Prime Legacy Management, LLC — Prime Legacy 401(k), Form 5500 (2025)
Creator: Prime Legacy Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Prime Legacy 401(k) Plan

401(k) retirement plan · Prime Legacy Management, LLC's Prime Legacy 401(k) Plan held $7.8M in plan assets for 13 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Kathy L Murphy signed Prime Legacy Management, LLC's 2025 Form 5500 as plan administrator.

Kathy L Murphy — 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

Prime Legacy Management, LLC's EIN is 26-3493368.

EIN 26-3493368

Plan number 001

Plan year 2025

ACK ID 20260323085827NAL0001818595001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Prime Legacy Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Prime Legacy Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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