How big is Legacy Management Solutions LL's plan?

Legacy Management Solutions LL's plan reported $5K in assets and 29 participants for 2022.

Original filing (PDF)20240202085908NAL0027569409001

Legacy Management Solutions LL

Name: Legacy Management Solutions LL — Legacy Management, Form 5500 (2022)
Creator: Legacy Management Solutions LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Management Solutions LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Management Solutions LL's Legacy Management Solutions LL 401(k) Profit Sharing Plan & Trust held $5K in plan assets for 29 participants in 2022.

Signals · 1

Late filing · 2.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Teela Jones signed Legacy Management Solutions LL's 2022 Form 5500 as plan administrator.

Teela Jones — 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 Management Solutions LL's EIN is 47-1438699.

EIN 47-1438699

Plan number 002

Plan year 2022

ACK ID 20240202085908NAL0027569409001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Legacy Management Solutions LL from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Legacy Management Solutions LL'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 MANAGEMENT SOLUTIONS LL.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off