Original filing (PDF)20251218220015NAL0002840723013

Legacy Management

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

Form 5500-SF

FILING_RECEIVED

Legacy Management 401(k) Plan

401(k) retirement plan · Legacy Management's Legacy Management 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed Legacy Management's 2024 Form 5500 as plan administrator.

QIAN LIU — 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 Management's EIN is 83-4246996.

EIN 83-4246996

Plan number 001

Plan year 2024

ACK ID 20251218220015NAL0002840723013

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Management'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 MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score