Original filing (PDF)20251007140254NAL0004875569001

LEGACY EXCHANGE ASSOCIATES, INC.

Name: LEGACY EXCHANGE ASSOCIATES, INC. — LEA 401(K) PLAN, Form 5500 (2024)
Creator: LEGACY EXCHANGE ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LEA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$237K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY EXCHANGE ASSOCIATES, INC..

Plan sponsor

Name

LEGACY EXCHANGE ASSOCIATES, INC.

EIN

83-1736983

Address

9880 W. FAIRVIEW AVE. · BOISE, ID · 83704

Phone

(208) 343-7700

Industry