How big is AFT Legacy, LLC's plan?

AFT Legacy, LLC's plan reported $2.9M in assets and 2 participants for 2024.

Original filing (PDF)20251014143148NAL0001508371001

AFT Legacy, LLC

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

Form 5500-SF

FILING_RECEIVED

AFT Legacy, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · AFT Legacy, LLC's AFT Legacy, LLC 401(k) Profit Sharing Plan held $2.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

AFT Legacy, LLC's EIN is 56-1901641.

EIN 56-1901641

Plan number 002

Plan year 2024

ACK ID 20251014143148NAL0001508371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AFT Legacy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFT LEGACY, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

AFT LEGACY, LLC

EIN

all filings

Address

1500 QUEENS ROAD, APT. 201 · CHARLOTTE, NC · 28207

Phone

(704) 591-4680

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator