How big is Legacy Mortgage Group LLC's plan?

Legacy Mortgage Group LLC's plan reported $920K in assets and 6 participants for 2025.

Original filing (PDF)20260212161637NAL0000389329001

Legacy Mortgage Group LLC

Name: Legacy Mortgage Group LLC — Legacy Mortgage Group, Form 5500 (2025)
Creator: Legacy Mortgage Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Mortgage Group LLC 401(k) Plan

401(k) retirement plan · Legacy Mortgage Group LLC's Legacy Mortgage Group LLC 401(k) Plan held $920K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$920K

Net assets (EOY)

$920K

Plan identifiers

Legacy Mortgage Group LLC's EIN is 82-0514385.

EIN 82-0514385

Plan number 001

Plan year 2025

ACK ID 20260212161637NAL0000389329001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Mortgage Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Mortgage Group 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 MORTGAGE GROUP 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