Original filing (PDF)20250922093237NAL0005431616001

LG LEGACY GROUP LLC

Name: LG LEGACY GROUP LLC — LG LEGACY GROUP LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LG LEGACY GROUP LLC

Form 5500-SF

FILING_RECEIVED

LG LEGACY GROUP LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LG LEGACY GROUP LLC.

Plan sponsor

Name

LG LEGACY GROUP LLC

EIN

46-3435680

Address

715 TWINNING ROAD, SUITE 214 · DRESHER, PA · 19025

Phone

(267) 540-8080

Industry

Professional & Technical Servicessee 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

2025-09-22

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

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

CAPITOL SERVICES, INC.

CAPITOL SERVICES, INC. PROFIT SHARING PLAN

$2.5M · 7 participants

PSI BUFFALO, INC.

PSI BUFFALO, INC. 401K PLAN

$2.5M · 6 participants

LANGRAND AND COMPANY, LLC

LANGRAND AND COMPANY, LLC DEFINED BENEFIT PENSION PLAN

$2.5M · 38 participants

MORNINGTON CONSULTING PARTNERS, INC.

MORNINGTON CONSULTING PARTNERS RETIREMENT TRUST

$2.5M · 4 participants

ANIMAL INFLUENCE, LTD.

ANIMAL INFLUENCE, LTD. CASH BALANCE PLAN