How big is Legacy Distribution Group LLC's plan?

Legacy Distribution Group LLC's plan reported $1.7M in assets and 89 participants for 2023.

Original filing (PDF)20240918163422NAL0010100546001

Legacy Distribution Group LLC

Name: Legacy Distribution Group LLC — Form 5500 (2023)
Creator: Legacy Distribution Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Legacy Distribution Group LLC held $1.7M in plan assets for 89 participants in 2023.

Active participants

Accounts w/ balance

128

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Shirley Horner signed Legacy Distribution Group LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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 Distribution Group LLC's EIN is 86-1549985.

EIN 86-1549985

Plan number 001

Plan year 2023

ACK ID 20240918163422NAL0010100546001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Legacy Distribution Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Legacy Distribution Group LLC'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 LEGACY DISTRIBUTION GROUP 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