How big is Long Legacy Brokerage, LLC's plan?

Long Legacy Brokerage, LLC's plan reported $18K in assets and 11 participants for 2024.

Original filing (PDF)20250718145057NAL0002813264001

Long Legacy Brokerage, LLC

Name: Long Legacy Brokerage, LLC — Longlegacybrokerage.COM, Form 5500 (2024)
Creator: Long Legacy Brokerage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longlegacybrokerage.COM 401(k) Plan

401(k) retirement plan · Long Legacy Brokerage, LLC's Longlegacybrokerage.COM 401(k) Plan held $18K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Marcus Bowie signed Long Legacy Brokerage, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Long Legacy Brokerage, LLC's EIN is 82-0612407.

EIN 82-0612407

Plan number 001

Plan year 2024

ACK ID 20250718145057NAL0002813264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Long Legacy Brokerage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LONG LEGACY BROKERAGE, 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

Helping the score