How big is Legacy Care Wealth's plan?

Legacy Care Wealth's plan reported $306K in assets and 3 participants for 2025.

Original filing (PDF)20260504221001NAL0000572242084

Legacy Care Wealth

Name: Legacy Care Wealth — Legacy Care Wealth 401(k) Plan, Form 5500 (2025)
Creator: Legacy Care Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Care Wealth 401(k) Plan

401(k) retirement plan · Legacy Care Wealth's Legacy Care Wealth 401(k) Plan held $306K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan identifiers

Legacy Care Wealth's EIN is 46-2592767.

EIN 46-2592767

Plan number 001

Plan year 2025

ACK ID 20260504221001NAL0000572242084

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Care Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CARE WEALTH.

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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