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LEGACY TITLE — LEGACY TITLE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010132410NAL0013193968001
LEGACY TITLE
Form 5500-SF
FILING_RECEIVED
LEGACY TITLE 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
50
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEGACY TITLE
.
Find decision makers
Plan sponsor
Name
LEGACY TITLE
EIN
83-1601795
Address
8519 EAGLE POINT BLVD STE 105 · LAKE ELMO, MN · 55042
Phone
(651) 219-5770
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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MOTIV
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3-D BAIL BONDS, INC.
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$2.0M · 15 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DIVERSIFIED MANAGEMENT SERVICES, INC.
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$2.0M · 18 participants
Large plans in Minnesota
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$31.0B
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MASTER SEPARATE ACCOUNT
$29.2B
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TARGET CORPORATION
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$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
