How big is Legacy Partners International's plan?

Legacy Partners International's plan reported $281K in assets and 15 participants for 2025.

Original filing (PDF)20260518103223NAL0000020227001

Legacy Partners International

Name: Legacy Partners International — Legacy Partners, Form 5500 (2025)
Creator: Legacy Partners International
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Partners International 401(k) Plan

401(k) retirement plan · Legacy Partners International's Legacy Partners International 401(k) Plan held $281K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

People on this filing

Marta Rutkowski signed Legacy Partners International's 2025 Form 5500 as plan administrator.

Marta Rutkowski — 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 Partners International's EIN is 47-2235040.

EIN 47-2235040

Plan number 001

Plan year 2025

ACK ID 20260518103223NAL0000020227001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Partners International's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 PARTNERS INTERNATIONAL.

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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