How big is Legacy Advisory Partners' plan?

Legacy Advisory Partners' plan reported $860K in assets and 5 participants for 2024.

Original filing (PDF)20251013134442NAL0000666467001

Legacy Advisory Partners

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

Form 5500-SF

FILING_RECEIVED

Legacy Advisory Partners 401(k) Plan

401(k) retirement plan · Legacy Advisory Partners' Legacy Advisory Partners 401(k) Plan held $860K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

Plan identifiers

Legacy Advisory Partners' EIN is 45-1608661.

EIN 45-1608661

Plan number 001

Plan year 2024

ACK ID 20251013134442NAL0000666467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Advisory Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Advisory Partners' plan includes profit-sharing, a 401(k) feature, 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 ADVISORY PARTNERS.

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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