Original filing (PDF)20250930114043NAL0029226546002

LEGADO MANAGEMENT INC.

Name: LEGADO MANAGEMENT INC. — LEGADO MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEGADO MANAGEMENT INC.

Form 5500-SF

FILING_RECEIVED

LEGADO MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$386K

Net assets (EOY)

$386K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGADO MANAGEMENT INC..

Plan sponsor

Name

LEGADO MANAGEMENT INC.

EIN

87-2915991

Address

24000 ALICIA PARKWAY, SUITE 466 · MISSION VIEJO, CA · 92691

Phone

(949) 540-7520

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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