How big is Legacy Capital, LLC's plan?

Legacy Capital, LLC's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20250610082408NAL0012952035001

Legacy Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Capital, LLC 401(k) Plan

401(k) retirement plan · Legacy Capital, LLC's Legacy Capital, LLC 401(k) Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Nick Rice signed Legacy Capital, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Capital, LLC's EIN is 72-1311993.

EIN 72-1311993

Plan number 001

Plan year 2024

ACK ID 20250610082408NAL0012952035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital, 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 LEGACY CAPITAL, 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