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

Legend Wealth Management, LLC's plan reported $3.1M in assets and 18 participants for 2025.

Original filing (PDF)20260520084252NAL0002198560001

Legend Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Legend Wealth Management LLC 401(k) Plan

401(k) retirement plan · Legend Wealth Management, LLC's Legend Wealth Management LLC 401(k) Plan held $3.1M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Molly Hanavan signed Legend Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Molly Hanavan — 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

Legend Wealth Management, LLC's EIN is 84-4013818.

EIN 84-4013818

Plan number 001

Plan year 2025

ACK ID 20260520084252NAL0002198560001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legend 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 LEGEND 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