Original filing (PDF)20250506092101NAL0013166816001

LEGACY MANAGEMENT & DEVELOPMENT, LTD.

Name: LEGACY MANAGEMENT & DEVELOPMENT, LTD. — LEGACY MANAGEMENT & DEVELOPMENT LTD 401K PLAN, Form 5500 (2024)
Creator: LEGACY MANAGEMENT & DEVELOPMENT, LTD.

Form 5500-SF

FILING_RECEIVED

LEGACY MANAGEMENT & DEVELOPMENT LTD 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$766K

Net assets (EOY)

$766K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd 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 MANAGEMENT & DEVELOPMENT, LTD..

Plan sponsor

Name

LEGACY MANAGEMENT & DEVELOPMENT, LTD.

EIN

81-5466650

Address

8595 BEECHMONT AVE. · SUITE 102 · CINCINNATI, OH · 45255

Phone

(513) 403-6643

Industry

Real Estatesee all

Plan administrator