How big is Legacy Capital Inc.'s plan?

Legacy Capital Inc.'s plan reported $265K in assets and 5 participants for 2024.

Original filing (PDF)20250822130054NAL0005130513001

Legacy Capital Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Capital Inc. 401(k)

401(k) retirement plan · Legacy Capital Inc.'s Legacy Capital Inc. 401(k) held $265K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

Plan identifiers

Legacy Capital Inc.'s EIN is 27-3054430.

EIN 27-3054430

Plan number 001

Plan year 2024

ACK ID 20250822130054NAL0005130513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital Inc.'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