How big is Legacy, Inc.'s plan?

Legacy, Inc.'s plan reported $227K in assets and 80 participants for 2025.

Original filing (PDF)20260410094849NAL0015919027001

Legacy, Inc.

Name: Legacy, Inc. — Legacy, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Legacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy, Inc. 401(k) Plan

401(k) retirement plan · Legacy, Inc.'s Legacy, Inc. 401(k) Plan held $227K in plan assets for 80 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Anthony Warren signed Legacy, Inc.'s 2025 Form 5500 as plan administrator.

Anthony Warren — 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, Inc.'s EIN is 43-1875428.

EIN 43-1875428

Plan number 001

Plan year 2025

ACK ID 20260410094849NAL0015919027001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEGACY, INC.

EIN

all filings

Address

2505 E LIVINGSTON STREET · SPRINGFIELD, MO · 65803

Phone

(417) 866-0200

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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