How big is Legacy Financial Advisors, Inc.'s plan?

Legacy Financial Advisors, Inc.'s plan reported $2.4M in assets and 6 participants for 2024.

Original filing (PDF)20250331065305NAL0003152755001

Legacy Financial Advisors, Inc.

Name: Legacy Financial Advisors, Inc. — LFA 401(k) Plan, Form 5500 (2024)
Creator: Legacy Financial Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LFA 401(k) Plan

401(k) retirement plan · Legacy Financial Advisors, Inc.'s LFA 401(k) Plan held $2.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Thomas Menzel signed Legacy Financial Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Menzel — 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 Financial Advisors, Inc.'s EIN is 41-1838186.

EIN 41-1838186

Plan number 001

Plan year 2024

ACK ID 20250331065305NAL0003152755001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score