How big is Legacy Portfolio Management, LLC's plan?

Legacy Portfolio Management, LLC's plan reported $549K in assets and 16 participants for 2022.

Original filing (PDF)20231012175428NAL0043423664001

Legacy Portfolio Management, LLC

Name: Legacy Portfolio Management, LLC — Legacy Portfolio, Form 5500 (2022)
Creator: Legacy Portfolio Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Portfolio Management, LLC 401(k) Plan

401(k) retirement plan · Legacy Portfolio Management, LLC's Legacy Portfolio Management, LLC 401(k) Plan held $549K in plan assets for 16 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$537K

People on this filing

ANDY RAD signed Legacy Portfolio Management, LLC's 2022 Form 5500 as plan administrator.

ANDY RAD — 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 Portfolio Management, LLC's EIN is 82-3696174.

EIN 82-3696174

Plan number 001

Plan year 2022

ACK ID 20231012175428NAL0043423664001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Legacy Portfolio Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Legacy Portfolio Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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