Original filing (PDF)20260521133725NAL0005131346001

Legacy Investor Group Martinez

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

Form 5500-SF

FILING_RECEIVED

Legacy Investor Group Martinez 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Investor Group Martinez's Legacy Investor Group Martinez 401(k) Profit Sharing Plan & Trust held $37K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

LEGACY INVESTOR GROUP MARTINEZ

EIN

84-2676494all filings

Address

3759 MARTINEZ BLVD · AUGUSTA, GA · 309072665

Phone

(706) 756-5049

Industry