How big is Legacy Wealth Partners, LLC's plan?

Legacy Wealth Partners, LLC's plan reported $937K in assets and 5 participants for 2024.

Original filing (PDF)20251014153851NAL0001627987001

Legacy Wealth Partners, LLC

Name: Legacy Wealth Partners, LLC — Legacy Wealth Partners, Form 5500 (2024)
Creator: Legacy Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Partners 401(k) PS Plan

401(k) retirement plan · Legacy Wealth Partners, LLC's Legacy Wealth Partners 401(k) PS Plan held $937K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

Plan identifiers

Legacy Wealth Partners, LLC's EIN is 86-3781549.

EIN 86-3781549

Plan number 001

Plan year 2024

ACK ID 20251014153851NAL0001627987001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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