How big is Legend Financial Services PSP's plan?

Legend Financial Services PSP's plan reported $1.8M in assets and 2 participants for 2024.

Original filing (PDF)20251007084640NAL0007567568001

Legend Financial Services PSP

Name: Legend Financial Services PSP — Form 5500 (2024)
Creator: Legend Financial Services PSP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Legend Financial Services PSP held $1.8M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

CURT Mazer signed Legend Financial Services PSP's 2024 Form 5500 as plan administrator.

CURT Mazer — 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

Legend Financial Services PSP's EIN is 51-0504322.

EIN 51-0504322

Plan number 001

Plan year 2024

ACK ID 20251007084640NAL0007567568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legend Financial Services PSP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legend Financial Services PSP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGEND FINANCIAL SERVICES PSP.

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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