How big is Legacy Group Capital, LLC's plan?

Legacy Group Capital, LLC's plan reported $2.5M in assets and 79 participants for 2024.

Original filing (PDF)20251006131928NAL0002087955001

Legacy Group Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Group Capital LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Legacy Group Capital, LLC's Legacy Group Capital LLC 401(k) Retirement Savings Plan held $2.5M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kevin Boercker signed Legacy Group Capital, LLC's 2024 Form 5500 as plan administrator.

Kevin Boercker — 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 Group Capital, LLC's EIN is 35-2285843.

EIN 35-2285843

Plan number 001

Plan year 2024

ACK ID 20251006131928NAL0002087955001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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Plan health score

Above-average plan

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