How big is Legacy Tree Genealogists' plan?

Legacy Tree Genealogists' plan reported $1.6M in assets and 63 participants for 2024.

Original filing (PDF)20250701062541NAL0012460753001

Legacy Tree Genealogists

Name: Legacy Tree Genealogists — Legacy Tree 401(k) Plan, Form 5500 (2024)
Creator: Legacy Tree Genealogists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Tree 401(k) Plan

401(k) retirement plan · Legacy Tree Genealogists' Legacy Tree 401(k) Plan held $1.6M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Nick Rice signed Legacy Tree Genealogists' 2024 Form 5500 as plan administrator.

Nick Rice — 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

Legacy Tree Genealogists' EIN is 27-1783079.

EIN 27-1783079

Plan number 001

Plan year 2024

ACK ID 20250701062541NAL0012460753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Tree Genealogists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Tree Genealogists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off