Original filing (PDF)20250612093147NAL0016355377001

FAMILY WEALTH AND LEGACY LLC

Name: FAMILY WEALTH AND LEGACY LLC — FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FAMILY WEALTH AND LEGACY LLC

Form 5500-SF

FILING_RECEIVED

FAMILY WEALTH AND LEGACY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY WEALTH AND LEGACY LLC.

Plan sponsor

Name

FAMILY WEALTH AND LEGACY LLC

EIN