How big is Legacy Bank's plan?

Legacy Bank's plan reported $11.5M in assets and 110 participants for 2025.

Original filing (PDF)20260226155100NAL0004255521001

Legacy Bank

Name: Legacy Bank — Legacy Bank 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Legacy Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Bank 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Legacy Bank's Legacy Bank 401(k) Profit Sharing Plan and Trust held $11.5M in plan assets for 110 participants in 2025.

Active participants

110

Accounts w/ balance

121

Plan assets (EOY)

$11.5M

Net assets (EOY)

$11.5M

People on this filing

Grady Trumble signed Legacy Bank's 2025 Form 5500 as plan administrator.

Grady Trumble — 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 Bank's EIN is 48-0435770.

EIN 48-0435770

Plan number 001

Plan year 2025

ACK ID 20260226155100NAL0004255521001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Bank'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 BANK.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off