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

Athena Legacy Solutions, LLC's plan reported $74K in assets and 4 participants for 2024.

Original filing (PDF)20251008083630NAL0005570209001

Athena Legacy Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Athena Legacy Solutions, LLC 401(k) P/S Plan

401(k) retirement plan · Athena Legacy Solutions, LLC's Athena Legacy Solutions, LLC 401(k) P/S Plan held $74K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

Janet Goulart signed Athena Legacy Solutions, LLC's 2024 Form 5500 as plan administrator.

Janet Goulart — 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

Athena Legacy Solutions, LLC's EIN is 27-4658282.

EIN 27-4658282

Plan number 001

Plan year 2024

ACK ID 20251008083630NAL0005570209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Athena Legacy Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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