How big is Legacy Benefit Services, LLC's plan?

Legacy Benefit Services, LLC's plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20250613133245NAL0017595873001

Legacy Benefit Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Benefit Services 401(k) Plan

401(k) retirement plan · Legacy Benefit Services, LLC's Legacy Benefit Services 401(k) Plan held $2.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Leslie Levett signed Legacy Benefit Services, LLC's 2024 Form 5500 as plan administrator.

Leslie Levett — 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 Benefit Services, LLC's EIN is 71-0948945.

EIN 71-0948945

Plan number 001

Plan year 2024

ACK ID 20250613133245NAL0017595873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Benefit Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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