How big is Legacy Global, LLC's plan?

Legacy Global, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250530100201NAL0007996129003

Legacy Global, LLC

Name: Legacy Global, LLC — Legacy Global, LLC 401(k), Form 5500 (2024)
Creator: Legacy Global, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Global, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Global, LLC's Legacy Global, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Michael Scott Newton signed Legacy Global, LLC's 2024 Form 5500 as plan administrator.

Michael Scott Newton — 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 Global, LLC's EIN is 45-3512729.

EIN 45-3512729

Plan number 001

Plan year 2024

ACK ID 20250530100201NAL0007996129003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Global, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 GLOBAL, LLC.

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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