How big is Legacy Growth, Inc.'s plan?

Legacy Growth, Inc.'s plan reported $1.1M in assets and 70 participants for 2024.

Original filing (PDF)20251023084158NAL0002170739001

Legacy Growth, Inc.

Name: Legacy Growth, Inc. — Legacy Growth, Inc. Cash, Form 5500 (2024)
Creator: Legacy Growth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Growth, Inc. Cash Balance Plan

Defined-benefit pension plan · Legacy Growth, Inc.'s Legacy Growth, Inc. Cash Balance Plan held $1.1M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Bruce Ploeser signed Legacy Growth, Inc.'s 2024 Form 5500 as plan administrator.

Bruce Ploeser — 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 Growth, Inc.'s EIN is 47-1978439.

EIN 47-1978439

Plan number 002

Plan year 2024

ACK ID 20251023084158NAL0002170739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Growth, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score