How big is Alexander Legacy Private Wealth Management's plan?

Alexander Legacy Private Wealth Management's plan reported $19K in assets and 3 participants for 2023.

Original filing (PDF)20241004145222NAL0019812000001

Alexander Legacy Private Wealth Management

Name: Alexander Legacy Private Wealth Management — Form 5500 Plan 001 (2023)
Creator: Alexander Legacy Private Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alexander Legacy Private Wealth Management 401(k) Plan

401(k) retirement plan · Alexander Legacy Private Wealth Management's Alexander Legacy Private Wealth Management 401(k) Plan held $19K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan identifiers

Alexander Legacy Private Wealth Management's EIN is 86-1764490.

EIN 86-1764490

Plan number 001

Plan year 2023

ACK ID 20241004145222NAL0019812000001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alexander Legacy Private Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Alexander Legacy Private Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXANDER LEGACY PRIVATE WEALTH MANAGEMENT.

Finding similar companies…

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