How big is Legacy Consulting Group, LLC's plan?

Legacy Consulting Group, LLC's plan reported $1.7M in assets and 9 participants for 2025.

Original filing (PDF)20260202112618NAL0002060562001

Legacy Consulting Group, LLC

Name: Legacy Consulting Group, LLC — Legacy Consulting, Form 5500 (2025)
Creator: Legacy Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Consulting Group 401(k) Plan

401(k) retirement plan · Legacy Consulting Group, LLC's Legacy Consulting Group 401(k) Plan held $1.7M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Legacy Consulting Group, LLC's EIN is 26-4262405.

EIN 26-4262405

Plan number 001

Plan year 2025

ACK ID 20260202112618NAL0002060562001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

LEGACY CONSULTING GROUP, LLC

EIN

all filings

Address

3306 CLAYS MILL ROAD, SUITE 101 · LEXINGTON, KY · 40503

Phone

(859) 219-1601

Industry

Finance & Insurance

Plan administrator