How big is Legacy Real Estate Group, LLC's plan?

Legacy Real Estate Group, LLC's plan reported $151K in assets and 4 participants for 2025.

Original filing (PDF)20260422220151NAL0002208787020

Legacy Real Estate Group, LLC

Name: Legacy Real Estate Group, LLC — Legacy Real Estate, Form 5500 (2025)
Creator: Legacy Real Estate Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Real Estate Group, LLC 401(k) Plan

401(k) retirement plan · Legacy Real Estate Group, LLC's Legacy Real Estate Group, LLC 401(k) Plan held $151K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

Plan identifiers

Legacy Real Estate Group, LLC's EIN is 47-3286491.

EIN 47-3286491

Plan number 001

Plan year 2025

ACK ID 20260422220151NAL0002208787020

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Real Estate Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Real Estate Group, 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 REAL ESTATE GROUP, 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