How big is Legacy Association Management, LLC's plan?

Legacy Association Management, LLC's plan reported $509K in assets and 1 participants for 2024.

Original filing (PDF)20250929113927NAL0010829457001

Legacy Association Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Association Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Legacy Association Management, LLC's Legacy Association Management, LLC 401(k) Profit Sharing Plan and Trust held $509K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

People on this filing

Scott Wallin signed Legacy Association Management, LLC's 2024 Form 5500 as plan administrator.

Scott Wallin — 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 Association Management, LLC's EIN is 46-4309686.

EIN 46-4309686

Plan number 001

Plan year 2024

ACK ID 20250929113927NAL0010829457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Association Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSOCIATION MANAGEMENT, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LEGACY ASSOCIATION MANAGEMENT, LLC

EIN

all filings

Address

414 HAYWARD AVE N · SAINT PAUL, MN · 551285379

Phone

(651) 738-8802

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator