How big is Legacy Wealth Advisors' plan?

Legacy Wealth Advisors' plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260505130703NAL0001825426001

Legacy Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Advisors 401(k) Plan

401(k) retirement plan · Legacy Wealth Advisors' Legacy Wealth Advisors 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Eric Sandowsky signed Legacy Wealth Advisors' 2025 Form 5500 as plan administrator.

Eric Sandowsky — Plan Administrator — Form 5500 signer
Donna Sandowsky — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Legacy Wealth Advisors' EIN is 47-5091247.

EIN 47-5091247

Plan number 001

Plan year 2025

ACK ID 20260505130703NAL0001825426001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Advisors' plan includes 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 WEALTH ADVISORS.

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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