How big is Legacy Wealth Advisors LLC's plan?

Legacy Wealth Advisors LLC's plan reported $741K in assets and 4 participants for 2024.

Original filing (PDF)20251006161155NAL0002242835001

Legacy Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Wealth Advisors LLC's Legacy Wealth Advisors LLC 401(k) Profit Sharing Plan held $741K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

Plan identifiers

Legacy Wealth Advisors LLC's EIN is 77-0567323.

EIN 77-0567323

Plan number 001

Plan year 2024

ACK ID 20251006161155NAL0002242835001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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