Original filing (PDF)20250930102430NAL0005437155001

LEGACY ADVISOR NETWORK, LTD.

Name: LEGACY ADVISOR NETWORK, LTD. — LEGACY ADVISOR NETWORK, LTD. CASH BALANCE PLAN, Form 5500 (2024)
Creator: LEGACY ADVISOR NETWORK, LTD.

Form 5500-SF

FILING_RECEIVED

LEGACY ADVISOR NETWORK, LTD. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LEGACY ADVISOR NETWORK, LTD.

EIN

39-1757166

Address

8500 GREENWAY BLVD. SUITE 201 · MIDDLETON, WI · 53562

Phone

(608) 442-4260

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

COLUMBUS INVESTMENT ADVISORY, INC.

COLUMBUS INVESTMENT ADVISORY, INC. RETIREMENT TRUST

$936K · 10 participants

KJP WEALTH MANAGEMENT

KJP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$936K · 2 participants

KJP WEALTH MANAGEMENT

KJP WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$936K · 2 participants

FINANCIAL GUIDANCE GROUP, INC.

FINANCIAL GUIDANCE GROUP 401(K) PLAN

$936K · 5 participants

HURLEY CAPITAL, LLC

HURLEY CAPITAL, LLC 401(K) PROFIT SHARING PLAN