How big is Legacy Holdings, Inc.'s plan?

Legacy Holdings, Inc.'s plan reported $692K in assets and 6 participants for 2024.

Original filing (PDF)20251009121834NAL0010926112001

Legacy Holdings, Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Holdings, Inc.401(k) Plan

401(k) retirement plan · Legacy Holdings, Inc.'s Legacy Holdings, Inc.401(k) Plan held $692K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

People on this filing

Robert Timme signed Legacy Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Robert Timme — 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 Holdings, Inc.'s EIN is 45-5455051.

EIN 45-5455051

Plan number 001

Plan year 2024

ACK ID 20251009121834NAL0010926112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LEGACY HOLDINGS, INC.

EIN

all filings

Address

1711 61ST AVENUE, SUITE 200 · GREELEY, CO · 80634

Phone

(970) 573-5500

Industry

Finance & Insurance

Plan administrator