How big is Legacy Wealth Management's plan?

Legacy Wealth Management's plan reported $915K in assets and 2 participants for 2024.

Original filing (PDF)20250731123128NAL0013189922001

Legacy Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Wealth Management's Legacy Wealth Management 401(k) Profit Sharing Plan held $915K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$915K

Net assets (EOY)

$915K

People on this filing

Joseph Walters signed Legacy Wealth Management's 2024 Form 5500 as plan administrator.

Joseph Walters — 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 Management's EIN is 36-4871088.

EIN 36-4871088

Plan number 001

Plan year 2024

ACK ID 20250731123128NAL0013189922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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