Original filing (PDF)20230601104420NAL0013121523001

Jordan Legacy Group LLC

Name: Jordan Legacy Group LLC — Jordan Legacy Group LLC, Form 5500 (2022)
Creator: Jordan Legacy Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jordan Legacy Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jordan Legacy Group LLC's Jordan Legacy Group LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Donald Jordan signed Jordan Legacy Group LLC's 2022 Form 5500 as plan administrator.

Donald Jordan — 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

Jordan Legacy Group LLC's EIN is 81-1910064.

EIN 81-1910064

Plan number 001

Plan year 2022

ACK ID 20230601104420NAL0013121523001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Jordan Legacy Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Jordan Legacy Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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