How big is Legacy Exchange Associates, Inc.'s plan?

Legacy Exchange Associates, Inc.'s plan reported $257K in assets and 12 participants for 2025.

Original filing (PDF)20260410134921NAL0014391712001

Legacy Exchange Associates, Inc.

Name: Legacy Exchange Associates, Inc. — LEA 401(k) Plan, Form 5500 (2025)
Creator: Legacy Exchange Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LEA 401(k) Plan

401(k) retirement plan · Legacy Exchange Associates, Inc.'s LEA 401(k) Plan held $257K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$256K

People on this filing

Candace Johnston signed Legacy Exchange Associates, Inc.'s 2025 Form 5500 as plan administrator.

Candace Johnston — 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 Exchange Associates, Inc.'s EIN is 83-1736983.

EIN 83-1736983

Plan number 001

Plan year 2025

ACK ID 20260410134921NAL0014391712001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Legacy Exchange Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Exchange Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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