How big is Legacy Partners, LLC's plan?

Legacy Partners, LLC's plan reported $5.9M in assets and 3 participants for 2024.

Original filing (PDF)20250411180254NAL0012850147001

Legacy Partners, LLC

Name: Legacy Partners, LLC — Legacy Partners, LLC 401(k), Form 5500 (2024)
Creator: Legacy Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Partners, LLC's Legacy Partners, LLC 401(k) Profit Sharing Plan held $5.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Legacy Partners, LLC's EIN is 38-3941814.

EIN 38-3941814

Plan number 002

Plan year 2024

ACK ID 20250411180254NAL0012850147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Partners, LLC'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 PARTNERS, 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