How big is The Legacy Case Management Inc.'s plan?

The Legacy Case Management Inc.'s plan reported $76K in assets and 19 participants for 2025.

Original filing (PDF)20260421131304NAL0002503857001

The Legacy Case Management Inc.

Name: The Legacy Case Management Inc. — The Legacy Case, Form 5500 (2025)
Creator: The Legacy Case Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Legacy Case Management Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Legacy Case Management Inc.'s The Legacy Case Management Inc. 401(k) Profit Sharing Plan & Trust held $76K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Edward Rojas signed The Legacy Case Management Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — 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

The Legacy Case Management Inc.'s EIN is 38-3847079.

EIN 38-3847079

Plan number 001

Plan year 2025

ACK ID 20260421131304NAL0002503857001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Legacy Case Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Legacy Case Management Inc.'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 THE LEGACY CASE MANAGEMENT INC.

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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

Knocking points off