How big is Stewardship Legacy Coaching LL's plan?

Stewardship Legacy Coaching LL's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20251010142317NAL0018224322001

Stewardship Legacy Coaching LL

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

Form 5500-SF

FILING_RECEIVED

Stewardship Legacy Coaching LL 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Stewardship Legacy Coaching LL's Stewardship Legacy Coaching LL 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

JEFF Rogers signed Stewardship Legacy Coaching LL's 2024 Form 5500 as plan administrator.

JEFF Rogers — 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

Stewardship Legacy Coaching LL's EIN is 76-0710727.

EIN 76-0710727

Plan number 001

Plan year 2024

ACK ID 20251010142317NAL0018224322001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stewardship Legacy Coaching LL'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 STEWARDSHIP LEGACY COACHING LL.

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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

Knocking points off