How big is Legacy Financial Group, LLC's plan?

Legacy Financial Group, LLC's plan reported $4.2M in assets and 8 participants for 2024.

Original filing (PDF)20250627140815NAL0013892000001

Legacy Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Financial Group, LLC Retirement Trust

401(k) retirement plan · Legacy Financial Group, LLC's Legacy Financial Group, LLC Retirement Trust held $4.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

IRIS Porush signed Legacy Financial Group, LLC's 2024 Form 5500 as plan administrator.

IRIS Porush — 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 Financial Group, LLC's EIN is 45-5412277.

EIN 45-5412277

Plan number 001

Plan year 2024

ACK ID 20250627140815NAL0013892000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL GROUP, 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