How big is Legacy Heritage Partners LLC's plan?

Legacy Heritage Partners LLC's plan reported $2.5M in assets and 15 participants for 2025.

Original filing (PDF)20260325142932NAL0006171024001

Legacy Heritage Partners LLC

Name: Legacy Heritage Partners LLC — Legacy Heritage, Form 5500 (2025)
Creator: Legacy Heritage Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Heritage Partners LLC 401(k) Plan

401(k) retirement plan · Legacy Heritage Partners LLC's Legacy Heritage Partners LLC 401(k) Plan held $2.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Pamela KATZ signed Legacy Heritage Partners LLC's 2025 Form 5500 as plan administrator.

Pamela KATZ — 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 Heritage Partners LLC's EIN is 77-0645981.

EIN 77-0645981

Plan number 001

Plan year 2025

ACK ID 20260325142932NAL0006171024001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Heritage Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Heritage Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 HERITAGE PARTNERS 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