How big is Legacy Mortgage, LLC's plan?

Legacy Mortgage, LLC's plan reported $2.3M in assets and 11 participants for 2024.

Original filing (PDF)20251010135932NAL0004314067002

Legacy Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy Mortgage 401(k) Plan

401(k) retirement plan · Legacy Mortgage, LLC's Legacy Mortgage 401(k) Plan held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jessica Irwin signed Legacy Mortgage, LLC's 2024 Form 5500 as plan administrator.

Jessica Irwin — 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 Mortgage, LLC's EIN is 85-3385756.

EIN 85-3385756

Plan number 001

Plan year 2024

ACK ID 20251010135932NAL0004314067002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Knocking points off