How big is Legacy Financial Services' plan?

Legacy Financial Services' plan reported $350K in assets and 6 participants for 2025.

Original filing (PDF)20260310064006NAL0003364497001

Legacy Financial Services

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

Form 5500-SF

FILING_RECEIVED

Legacy Financial Services 401(k) Plan

401(k) retirement plan · Legacy Financial Services' Legacy Financial Services 401(k) Plan held $350K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

Plan identifiers

Legacy Financial Services' EIN is 27-2004529.

EIN 27-2004529

Plan number 001

Plan year 2025

ACK ID 20260310064006NAL0003364497001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Financial Services' plan includes profit-sharing, a 401(k) feature, automatic enrollment, 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 FINANCIAL SERVICES.

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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