How big is Legacy Business Management Group, LLC's plan?

Legacy Business Management Group, LLC's plan reported $638K in assets and 2 participants for 2024.

Original filing (PDF)20250916134249NAL0001928609001

Legacy Business Management Group, LLC

Name: Legacy Business Management Group, LLC — Legacy Busin, Form 5500 (2024)
Creator: Legacy Business Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Business Management Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Business Management Group, LLC's Legacy Business Management Group, LLC 401(k) Profit Sharing Plan held $638K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

Plan identifiers

Legacy Business Management Group, LLC's EIN is 84-3500480.

EIN 84-3500480

Plan number 001

Plan year 2024

ACK ID 20250916134249NAL0001928609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Business Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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