Original filing (PDF)20260618095444NAL0001855571001

Legacy Chief Financial Office, LLC

Name: Legacy Chief Financial Office, LLC — Legacy Chief, Form 5500 (2025)
Creator: Legacy Chief Financial Office, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Chief Financial Office, LLC 401(k) Plan

401(k) retirement plan · Legacy Chief Financial Office, LLC's Legacy Chief Financial Office, LLC 401(k) Plan held $259K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

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 average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY CHIEF FINANCIAL OFFICE, LLC.

Plan sponsor

Name

LEGACY CHIEF FINANCIAL OFFICE, LLC

EIN

83-3494854all filings

Address

9002 SIX PINES DR. · SUITE 108 · SHENANDOAH, TX · 77380

Phone

(713) 449-7405

Industry

Finance & Insurance

Plan administrator