Original filing (PDF)20250717092842NAL0000011907007

LEGACY INSTITUTE FOR FINANCIAL EDUCATION

Name: LEGACY INSTITUTE FOR FINANCIAL EDUCATION — LEGACY INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN, Form 5500 (2024)
Creator: LEGACY INSTITUTE FOR FINANCIAL EDUCATION

Form 5500-SF

FILING_RECEIVED

LEGACY INSTITUTE FOR FINANCIAL EDUCATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY INSTITUTE FOR FINANCIAL EDUCATION.

Plan sponsor

Name

LEGACY INSTITUTE FOR FINANCIAL EDUCATION

EIN

47-1941953all filings

Address

504 W. FRANK AVE. · LUFKIN, TX · 75904

Phone

(936) 209-2085

Industry

Other Services (ex. Public Admin)see all

Plan administrator