Original filing (PDF)20250430113655NAL0003766690001

LEGATO FINANCIAL GROUP, INC.

Name: LEGATO FINANCIAL GROUP, INC. — LEGATO FINANCIAL GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LEGATO FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

LEGATO FINANCIAL GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGATO FINANCIAL GROUP, INC..

Plan sponsor

Name

LEGATO FINANCIAL GROUP, INC.

EIN

46-3086299all filings

Address

2905 RING ROAD · ELIZABETHTOWN, KY · 42701

Phone

(270) 763-2860

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

2025-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DAVID MESA

DAVID MESA 401(K) PLAN

$392K · 3 participants

LEIGH WEALTH MANAGEMENT GROUP LLC

LEIGH WEALTH MANAGEMENT GROUP LLC 401(K) PLAN

$392K · 5 participants

PATEL WEALTH MANAGEMENT LLC

PATEL WEALTH MANAGEMENT, LLC 401(K) PLAN

$392K · 4 participants

NB WEALTH, LLC

NB WEALTH, LLC 401(K) PLAN

$391K · 6 participants

ELEVATION CAPITAL ADVISORY LLC

ELEVATION CAPITAL ADVISORY LLC 401K PLAN

$391K · 12 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.