401(k) retirement plan · Legacy Asset Holdings, LLC's Legacy Asset Holdings, LLC 401(k) Plan held $7.1M in plan assets for 70 participants in 2024.
Active participants
70
Accounts w/ balance
60
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
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
48
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY ASSET HOLDINGS, LLC.
