How big is Advisor Legacy Inc.'s plan?

Advisor Legacy Inc.'s plan reported $2.3M in assets and 28 participants for 2024.

Original filing (PDF)20250516093511NAL0029892208001

Advisor Legacy Inc.

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

Form 5500-SF

FILING_RECEIVED

Advisor Legacy Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Advisor Legacy Inc.'s Advisor Legacy Inc. 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Advisor Legacy Inc.'s EIN is 86-1144087.

EIN 86-1144087

Plan number 001

Plan year 2024

ACK ID 20250516093511NAL0029892208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advisor Legacy Inc.'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 ADVISOR LEGACY INC.

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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