How big is Legacy Group Enterprises, Inc.'s plan?

Legacy Group Enterprises, Inc.'s plan reported $2.3M in assets and 63 participants for 2024.

Original filing (PDF)20250618154153NAL0002403393001

Legacy Group Enterprises, Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Group Enterprises 401(k) Plan

401(k) retirement plan · Legacy Group Enterprises, Inc.'s Legacy Group Enterprises 401(k) Plan held $2.3M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Richard CODA signed Legacy Group Enterprises, Inc.'s 2024 Form 5500 as plan administrator.

Richard CODA — 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 Group Enterprises, Inc.'s EIN is 47-2375029.

EIN 47-2375029

Plan number 001

Plan year 2024

ACK ID 20250618154153NAL0002403393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Group Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROUP ENTERPRISES, INC..

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Plan health score

Above-average plan

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

Knocking points off