Original filing (PDF)20250604130535NAL0019375504001

LEGACY TRUST FAMILY WEALTH OFFICES

Name: LEGACY TRUST FAMILY WEALTH OFFICES — LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEGACY TRUST FAMILY WEALTH OFFICES

Form 5500-SF

FILING_RECEIVED

LEGACY TRUST FAMILY WEALTH OFFICES 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY TRUST FAMILY WEALTH OFFICES.

Plan sponsor

Name

LEGACY TRUST FAMILY WEALTH OFFICES

EIN