How big is Legacy Wealth Management, LLC's plan?

Legacy Wealth Management, LLC's plan reported $544K in assets and 4 participants for 2025.

Original filing (PDF)20260417220043NAL0029384338035

Legacy Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Legacy Wealth Management, LLC's Legacy Wealth Management, LLC 401(k) Plan held $544K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

People on this filing

Elantha Barry signed Legacy Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Wealth Management, LLC's EIN is 84-1930135.

EIN 84-1930135

Plan number 001

Plan year 2025

ACK ID 20260417220043NAL0029384338035

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Management, LLC'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 WEALTH MANAGEMENT, LLC.

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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