How big is National Legacy Capital Group, LLC's plan?

National Legacy Capital Group, LLC's plan reported $208K in assets and 2 participants for 2024.

Original filing (PDF)20250512173354NAL0039038178001

National Legacy Capital Group, LLC

Name: National Legacy Capital Group, LLC — National Legacy, Form 5500 (2024)
Creator: National Legacy Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National Legacy Capital Group 401(k) Plan

401(k) retirement plan · National Legacy Capital Group, LLC's National Legacy Capital Group 401(k) Plan held $208K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Russel Swersky signed National Legacy Capital Group, LLC's 2024 Form 5500 as plan administrator.

Russel Swersky — 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

National Legacy Capital Group, LLC's EIN is 83-0683391.

EIN 83-0683391

Plan number 001

Plan year 2024

ACK ID 20250512173354NAL0039038178001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

National Legacy Capital Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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