How big is Legacy Tree Foundation's plan?

Legacy Tree Foundation's plan reported $476K in assets and 6 participants for 2024.

Original filing (PDF)20250827104108NAL0016452624001

Legacy Tree Foundation

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

Form 5500-SF

FILING_RECEIVED

Legacy Tree Foundation 403(b) Profit Sharing Plan

403(b) retirement plan · Legacy Tree Foundation's Legacy Tree Foundation 403(b) Profit Sharing Plan held $476K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

People on this filing

James Wolter signed Legacy Tree Foundation's 2024 Form 5500 as plan administrator.

James Wolter — 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 Tree Foundation's EIN is 73-1556664.

EIN 73-1556664

Plan number 001

Plan year 2024

ACK ID 20250827104108NAL0016452624001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Tree Foundation's plan includes a 403(b) annuity, ERISA 404(c) participant direction, profit-sharing.

Decision-maker contacts

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

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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