How big is Legacy Advisors' plan?

Legacy Advisors' plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250602152722NAL0026879346001

Legacy Advisors

Name: Legacy Advisors — Legacy Financial Services Group, Form 5500 (2024)
Creator: Legacy Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Financial Services Group 401(k) Plan

401(k) retirement plan · Legacy Advisors' Legacy Financial Services Group 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Julie Long signed Legacy Advisors' 2024 Form 5500 as plan administrator.

Julie Long — 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 Advisors' EIN is 45-3706783.

EIN 45-3706783

Plan number 001

Plan year 2024

ACK ID 20250602152722NAL0026879346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Advisors' 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 ADVISORS.

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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