How big is Legacy Wealth Partners LLC's plan?

Legacy Wealth Partners LLC's plan reported $393K in assets and 8 participants for 2024.

Original filing (PDF)20250513150628NAL0017908769001

Legacy Wealth Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Wealth Partners LLC's Legacy Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $393K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Edward Rojas signed Legacy Wealth Partners LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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 Wealth Partners LLC's EIN is 47-2019286.

EIN 47-2019286

Plan number 001

Plan year 2024

ACK ID 20250513150628NAL0017908769001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Partners 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 WEALTH PARTNERS 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