How big is Legacy Wealth Management, Inc.'s plan?

Legacy Wealth Management, Inc.'s plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250521103536NAL0002694736001

Legacy Wealth Management, Inc.

Name: Legacy Wealth Management, Inc. — Legacy Wealth, Form 5500 (2024)
Creator: Legacy Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Legacy Wealth Management, Inc.'s Legacy Wealth Management, Inc. 401(k) Plan held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Legacy Wealth Management, Inc.'s EIN is 65-0732128.

EIN 65-0732128

Plan number 001

Plan year 2024

ACK ID 20250521103536NAL0002694736001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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