How big is Legacy Capital Planners, LLC's plan?

Legacy Capital Planners, LLC's plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20250723105214NAL0008383106001

Legacy Capital Planners, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Capital Planners 401(k) Plan

401(k) retirement plan · Legacy Capital Planners, LLC's Legacy Capital Planners 401(k) Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Ausherman signed Legacy Capital Planners, LLC's 2024 Form 5500 as plan administrator.

Michael Ausherman — 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 Planners, LLC's EIN is 74-3226892.

EIN 74-3226892

Plan number 001

Plan year 2024

ACK ID 20250723105214NAL0008383106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Capital Planners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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