Original filing (PDF)20240904144418NAL0011199299001

The Legacy Group, Inc.

Name: The Legacy Group, Inc. — The Legacy Group, Inc., Form 5500 (2023)
Creator: The Legacy Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Legacy Group, Inc. 401(k) Plan

401(k) retirement plan · The Legacy Group, Inc.'s The Legacy Group, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

The Legacy Group, Inc.'s EIN is 39-1962969.

EIN 39-1962969

Plan number 002

Plan year 2023

ACK ID 20240904144418NAL0011199299001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Legacy Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Legacy Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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