How big is Secure Legacy Law Group's plan?

Secure Legacy Law Group's plan reported $285K in assets and 4 participants for 2025.

Original filing (PDF)20260518104458NAL0000071202001

Secure Legacy Law Group

Name: Secure Legacy Law Group — Secure Legacy Law Group, Form 5500 (2025)
Creator: Secure Legacy Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Secure Legacy Law Group 401(k) Plan

401(k) retirement plan · Secure Legacy Law Group's Secure Legacy Law Group 401(k) Plan held $285K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

People on this filing

Jaime White signed Secure Legacy Law Group's 2025 Form 5500 as plan administrator.

Jaime White — 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

Secure Legacy Law Group's EIN is 86-1299293.

EIN 86-1299293

Plan number 001

Plan year 2025

ACK ID 20260518104458NAL0000071202001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Secure Legacy Law Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Secure Legacy Law Group'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 SECURE LEGACY LAW GROUP.

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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