How big is Legacy Professional Services, LLC's plan?

Legacy Professional Services, LLC's plan reported $2.2M in assets and 42 participants for 2024.

Original filing (PDF)20251008153332NAL0009703824001

Legacy Professional Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Professional Services 401(k) Plan

401(k) retirement plan · Legacy Professional Services, LLC's Legacy Professional Services 401(k) Plan held $2.2M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Alcide J. Tervalon III signed Legacy Professional Services, LLC's 2024 Form 5500 as plan administrator.

Alcide J. Tervalon III — 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 Professional Services, LLC's EIN is 81-4831489.

EIN 81-4831489

Plan number 001

Plan year 2024

ACK ID 20251008153332NAL0009703824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Professional Services, 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 LEGACY PROFESSIONAL SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off