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

Legacy Wealth Partners, LLC's plan reported $682K in assets and 2 participants for 2025.

Original filing (PDF)20260506101957NAL0001983265001

Legacy Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Legacy Wealth Partners, LLC's Legacy Wealth Partners, LLC 401(k) Plan held $682K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

People on this filing

Denise Holder signed Legacy Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Denise Holder — 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 Partners, LLC's EIN is 84-4589210.

EIN 84-4589210

Plan number 001

Plan year 2025

ACK ID 20260506101957NAL0001983265001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 PARTNERS, 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