How big is Legacy Advisor Network, Ltd.'s plan?

Legacy Advisor Network, Ltd.'s plan reported $936K in assets and 2 participants for 2024.

Original filing (PDF)20250930102430NAL0005437155001

Legacy Advisor Network, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Legacy Advisor Network, Ltd. Cash Balance Plan

Defined-benefit pension plan · Legacy Advisor Network, Ltd.'s Legacy Advisor Network, Ltd. Cash Balance Plan held $936K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$936K

Net assets (EOY)

$936K

Plan identifiers

Legacy Advisor Network, Ltd.'s EIN is 39-1757166.

EIN 39-1757166

Plan number 002

Plan year 2024

ACK ID 20250930102430NAL0005437155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Advisor Network, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 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