How big is Legacy Title's plan?

Legacy Title's plan reported $2.0M in assets and 47 participants for 2024.

Original filing (PDF)20251010132410NAL0013193968001

Legacy Title

Name: Legacy Title — Legacy Title 401(k) Plan, Form 5500 (2024)
Creator: Legacy Title
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Title 401(k) Plan

401(k) retirement plan · Legacy Title's Legacy Title 401(k) Plan held $2.0M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Julie Helgason signed Legacy Title's 2024 Form 5500 as plan administrator.

Julie Helgason — 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 Title's EIN is 83-1601795.

EIN 83-1601795

Plan number 002

Plan year 2024

ACK ID 20251010132410NAL0013193968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Title'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 LEGACY TITLE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEGACY TITLE

EIN

all filings

Address

8519 EAGLE POINT BLVD STE 105 · LAKE ELMO, MN · 55042

Phone

(651) 219-5770

Industry

All Other Professional Services· Professional & Technical Services

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

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