How big is Legacy Wealth Advisors LLC's plan?

Legacy Wealth Advisors LLC's plan reported $605K in assets and 7 participants for 2024.

Original filing (PDF)20250403074627NAL0011296017001

Legacy Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Wealth Advisors LLC's Legacy Wealth Advisors LLC 401(k) Profit Sharing Plan & Trust held $605K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$605K

Net assets (EOY)

$605K

People on this filing

Robert McNally signed Legacy Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Robert McNally — 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

Legacy Wealth Advisors LLC's EIN is 30-0884473.

EIN 30-0884473

Plan number 001

Plan year 2024

ACK ID 20250403074627NAL0011296017001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ADVISORS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

LEGACY WEALTH ADVISORS LLC

EIN

all filings

Address

801 BRICKELL AVE STE 2500 · MIAMI, FL · 331314927

Phone

(954) 809-6363

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator