How big is Legacy Retirement Solutions, LLC's plan?

Legacy Retirement Solutions, LLC's plan reported $707K in assets and 7 participants for 2024.

Original filing (PDF)20250630083412NAL0017062464001

Legacy Retirement Solutions, LLC

Name: Legacy Retirement Solutions, LLC — Legacy Retirement, Form 5500 (2024)
Creator: Legacy Retirement Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Retirement Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Retirement Solutions, LLC's Legacy Retirement Solutions, LLC 401(k) Profit Sharing Plan held $707K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$707K

Net assets (EOY)

$707K

Plan identifiers

Legacy Retirement Solutions, LLC's EIN is 27-3853858.

EIN 27-3853858

Plan number 001

Plan year 2024

ACK ID 20250630083412NAL0017062464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Retirement Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Retirement Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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