How big is Legacy Assets LLC's plan?

Legacy Assets LLC's plan reported $234K in assets and 19 participants for 2025.

Original filing (PDF)20260422221014NAL0002218947080

Legacy Assets LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Assets 401(k) Plan

401(k) retirement plan · Legacy Assets LLC's Legacy Assets 401(k) Plan held $234K in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

Plan identifiers

Legacy Assets LLC's EIN is 47-1933594.

EIN 47-1933594

Plan number 001

Plan year 2025

ACK ID 20260422221014NAL0002218947080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Assets LLC'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 ASSETS 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