How big is Legacy Wealth Management Group, Inc.'s plan?

Legacy Wealth Management Group, Inc.'s plan reported $206K in assets and 10 participants for 2024.

Original filing (PDF)20250513162746NAL0018275633001

Legacy Wealth Management Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management Group, Inc. 401(k) Plan

401(k) retirement plan · Legacy Wealth Management Group, Inc.'s Legacy Wealth Management Group, Inc. 401(k) Plan held $206K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

Plan identifiers

Legacy Wealth Management Group, Inc.'s EIN is 81-2747827.

EIN 81-2747827

Plan number 001

Plan year 2024

ACK ID 20250513162746NAL0018275633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Management Group, Inc.'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 LEGACY WEALTH MANAGEMENT GROUP, INC.

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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