How big is Legacy Capital Planners LLC's plan?

Legacy Capital Planners LLC's plan reported $418K in assets and 6 participants for 2024.

Original filing (PDF)20250709154037NAL0013213138002

Legacy Capital Planners LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Capital Planners 401(k) Plan

401(k) retirement plan · Legacy Capital Planners LLC's Legacy Capital Planners 401(k) Plan held $418K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$418K

Net assets (EOY)

$418K

People on this filing

Carolyn Krueger signed Legacy Capital Planners LLC's 2024 Form 5500 as plan administrator.

Carolyn Krueger — 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 Capital Planners LLC's EIN is 47-2601398.

EIN 47-2601398

Plan number 001

Plan year 2024

ACK ID 20250709154037NAL0013213138002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital Planners LLC'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 CAPITAL PLANNERS 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