How big is Legacy Capital LLC's plan?

Legacy Capital LLC's plan reported $140K in assets and 4 participants for 2024.

Original filing (PDF)20250731130555NAL0008556464001

Legacy Capital LLC

Name: Legacy Capital LLC — Forus 401(k), Form 5500 (2024)
Creator: Legacy Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forus 401(k)

401(k) retirement plan · Legacy Capital LLC's Forus 401(k) held $140K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Justin Ramirez signed Legacy Capital LLC's 2024 Form 5500 as plan administrator.

Justin Ramirez — 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 LLC's EIN is 47-3494760.

EIN 47-3494760

Plan number 001

Plan year 2024

ACK ID 20250731130555NAL0008556464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, 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 CAPITAL 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