How big is Legacy Wealth Partners' plan?

Legacy Wealth Partners' plan reported $1K in assets and 6 participants for 2024.

Original filing (PDF)20251126140707NAL0009489682001

Legacy Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Partners SOCA Benefit Plan

Health & welfare plan · Legacy Wealth Partners' Legacy Wealth Partners SOCA Benefit Plan held $1K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$377

People on this filing

Matt Appenzeller signed Legacy Wealth Partners' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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' EIN is 47-2019286.

EIN 47-2019286

Plan number 501

Plan year 2024

ACK ID 20251126140707NAL0009489682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Partners' plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score