How big is Legacy APA, Inc.'s plan?

Legacy APA, Inc.'s plan reported $2.4M in assets and 2 participants for 2024.

Original filing (PDF)20250919161418NAL0005677106001

Legacy APA, Inc.

Name: Legacy APA, Inc. — American Pension Advisors, Ltd., Form 5500 (2024)
Creator: Legacy APA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Pension Advisors, Ltd. 401(k) Plan

401(k) retirement plan · Legacy APA, Inc.'s American Pension Advisors, Ltd. 401(k) Plan held $2.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Legacy APA, Inc.'s EIN is 35-2015845.

EIN 35-2015845

Plan number 001

Plan year 2024

ACK ID 20250919161418NAL0005677106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LEGACY APA, INC.

EIN

all filings

Address

559 GENIUS DR. · WINTER PARK, FL · 32789

Phone

(317) 513-9735

Industry

Finance & Insurance

Plan administrator