Original filing (PDF)20251013134442NAL0000666467001

LEGACY ADVISORY PARTNERS

Name: LEGACY ADVISORY PARTNERS — LEGACY ADVISORY PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: LEGACY ADVISORY PARTNERS

Form 5500-SF

FILING_RECEIVED

LEGACY ADVISORY PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$860K

Net assets (EOY)

$860K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEGACY ADVISORY PARTNERS

EIN

45-1608661

Address

11175 CICERO DRIVE · SUITE 100 · ALPHARETTA, GA · 30022

Phone

(770) 232-0303

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

OLSON BARKER CABINETS INC

OLSON BARKER CABINETS INC 401(K) PROFIT SHARING PLAN & TRUST

$860K · 39 participants

MICROSHARE INC.

MICROSHARE INC. 401(K) PROFIT SHARING PLAN

$860K · 20 participants

INNOVATIVE LAB SERVICES

INNOVATIVE LAB SERVICES 401(K) PLAN

$860K · 7 participants

ACT FOR ALEXANDRIA

ACT FOR ALEXANDRIA RETIREMENT TRUST

$860K · 7 participants

ETNOP, LLC

ETNOP, LLC 401(K) RETIREMENT PLAN

$860K · 4 participants