How big is Legacy Planning LLC's plan?

Legacy Planning LLC's plan reported $23K in assets and 8 participants for 2025.

Original filing (PDF)20260505220546NAL0001335025023

Legacy Planning LLC

Name: Legacy Planning LLC — Legacy Planning LLC 401(k), Form 5500 (2025)
Creator: Legacy Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Planning LLC 401(k) Plan

401(k) retirement plan · Legacy Planning LLC's Legacy Planning LLC 401(k) Plan held $23K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Elantha Barry signed Legacy Planning LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Planning LLC's EIN is 38-4336127.

EIN 38-4336127

Plan number 001

Plan year 2025

ACK ID 20260505220546NAL0001335025023

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Planning LLC'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 LEGACY PLANNING 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

Knocking points off