How big is Legacy Wealth Partners, LLC's plan?

Legacy Wealth Partners, LLC's plan reported $2.9M in assets and 11 participants for 2025.

Original filing (PDF)20260430123713NAL0025040594001

Legacy Wealth Partners, LLC

Name: Legacy Wealth Partners, LLC — Legacy Wealth, Form 5500 (2025)
Creator: Legacy Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Legacy Wealth Partners, LLC's Legacy Wealth Partners, LLC 401(k) Plan held $2.9M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Andrew Feldman signed Legacy Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Andrew Feldman — 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 Wealth Partners, LLC's EIN is 45-4067178.

EIN 45-4067178

Plan number 001

Plan year 2025

ACK ID 20260430123713NAL0025040594001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Partners, 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 WEALTH PARTNERS, 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