Back to filter
Original filing (PDF)20250528100624NAL0006441281002
LEGACY WEALTH PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
LEGACY WEALTH PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY WEALTH PARTNERS, LLC.
Plan sponsor
Name
LEGACY WEALTH PARTNERS, LLC
EIN
45-4067178
Address
215 UNION BLVD STE 215 · LAKEWOOD, CO · 80228
Phone
(720) 552-8196
Industry
Finance & Insurancesee 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
2025-05-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
BROWN WEALTH MANAGEMENT, LLC
BROWN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$2.2M · 4 participants
KEELING MANAGEMENT GROUP, L.L.C.
KEELING MANAGEMENT GROUP, L.L.C. 401(K) PLAN
$2.2M · 25 participants
DUPON FINANCIAL GROUP, INC.
DUPON FINANCIAL GROUP 401(K) PROFIT SHARING PLAN
$2.2M · 5 participants
LEAFHOUSE FINANCIAL GROUP, LLC
LEAFHOUSE 401(K) AND PROFIT SHARING PLAN
$2.2M · 24 participants
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC
REGAL HEALTHCARE MANAGEMENT, LLC 401(K)/PROFIT SHARING PLAN
$2.2M · 21 participants
WAVELAND INVESTMENTS, LLC
WAVELAND INVESTMENTS, LLC RETIREMENT PLAN & TRUST
$2.2M · 3 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B