How big is Legacy Group, Inc.'s plan?

Legacy Group, Inc.'s plan reported $4.5M in assets and 64 participants for 2025.

Original filing (PDF)20260109163239NAL0010261297001

Legacy Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Legacy Group, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Legacy Group, Inc.'s Legacy Group, Inc. 401(k) Profit Sharing Plan and Trust held $4.5M in plan assets for 64 participants in 2025.

Signals · 1

Late filing · 25.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Legacy Group, Inc.'s EIN is 84-1523132.

EIN 84-1523132

Plan number 001

Plan year 2025

ACK ID 20260109163239NAL0010261297001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Group, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 GROUP, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off