How big is Pacific Legacy, Incorporated's plan?

Pacific Legacy, Incorporated's plan reported $14.5M in assets and 63 participants for 2024.

Original filing (PDF)20251010172121NAL0004432867001

Pacific Legacy, Incorporated

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

Form 5500-SF

FILING_RECEIVED

Pacific Legacy, Incorporated 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Legacy, Incorporated's Pacific Legacy, Incorporated 401(k) Profit Sharing Plan held $14.5M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

Plan identifiers

Pacific Legacy, Incorporated's EIN is 68-0340219.

EIN 68-0340219

Plan number 001

Plan year 2024

ACK ID 20251010172121NAL0004432867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Legacy, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 PACIFIC LEGACY, INCORPORATED.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off