Original filing (PDF)20241126084803NAL0005416273001

LEGACY ASSET MANAGEMENT, INC.

Name: LEGACY ASSET MANAGEMENT, INC. — LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LEGACY ASSET MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

LEGACY ASSET MANAGEMENT, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

LEGACY ASSET MANAGEMENT, INC.

EIN

76-0574055

Address

3411 RICHMOND AVE, SUITE 750 · HOUSTON, TX · 77046

Phone

(713) 355-7171

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-01

Filed

2024-11-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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