How big is SKYE Legacy Planning, LLC's plan?

SKYE Legacy Planning, LLC's plan reported $945K in assets and 1 participants for 2024.

Original filing (PDF)20251104190406NAL0012236496001

SKYE Legacy Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · SKYE Legacy Planning, LLC held $945K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$945K

Net assets (EOY)

$945K

People on this filing

AMY Hochfelsen signed SKYE Legacy Planning, LLC's 2024 Form 5500 as plan administrator.

AMY Hochfelsen — 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

SKYE Legacy Planning, LLC's EIN is 81-3944084.

EIN 81-3944084

Plan number 001

Plan year 2024

ACK ID 20251104190406NAL0012236496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SKYE Legacy Planning, LLC'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 SKYE LEGACY PLANNING, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SKYE LEGACY PLANNING, LLC

EIN

all filings

Address

500 BI COUNTY BLVD, SUITE 465 · FARMINGDALE, NY · 11735

Phone

(631) 801-6028

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator