How big is Legacy Wealth Management's plan?

Legacy Wealth Management's plan reported $126K in assets and 9 participants for 2025.

Original filing (PDF)20260423085350NAL0007345040001

Legacy Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management 401(k) Plan

401(k) retirement plan · Legacy Wealth Management's Legacy Wealth Management 401(k) Plan held $126K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

Plan identifiers

Legacy Wealth Management's EIN is 27-3757953.

EIN 27-3757953

Plan number 001

Plan year 2025

ACK ID 20260423085350NAL0007345040001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH MANAGEMENT.

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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