How big is Legacy Ortho, LLC's plan?

Legacy Ortho, LLC's plan reported $2.9M in assets and 45 participants for 2024.

Original filing (PDF)20251009102504NAL0011243216001

Legacy Ortho, LLC

Name: Legacy Ortho, LLC — Legacy Ortho 401(k) Profit, Form 5500 (2024)
Creator: Legacy Ortho, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Ortho 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Ortho, LLC's Legacy Ortho 401(k) Profit Sharing Plan held $2.9M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Gavin Webb signed Legacy Ortho, LLC's 2024 Form 5500 as plan administrator.

Gavin Webb — 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 Ortho, LLC's EIN is 84-4161032.

EIN 84-4161032

Plan number 001

Plan year 2024

ACK ID 20251009102504NAL0011243216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Ortho, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ORTHO, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off