How big is AJ Wealth & Legacy, LLC's plan?

AJ Wealth & Legacy, LLC's plan reported $740K in assets and 3 participants for 2025.

Original filing (PDF)20260515081551NAL0018172082001

AJ Wealth & Legacy, LLC

Name: AJ Wealth & Legacy, LLC — AJ Wealth and Legacy, LLC, Form 5500 (2025)
Creator: AJ Wealth & Legacy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AJ Wealth and Legacy, LLC 401(k) Plan

401(k) retirement plan · AJ Wealth & Legacy, LLC's AJ Wealth and Legacy, LLC 401(k) Plan held $740K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$740K

Net assets (EOY)

$740K

People on this filing

Isaiah Brown signed AJ Wealth & Legacy, LLC's 2025 Form 5500 as plan administrator.

Isaiah Brown — 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

AJ Wealth & Legacy, LLC's EIN is 87-3216389.

EIN 87-3216389

Plan number 001

Plan year 2025

ACK ID 20260515081551NAL0018172082001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AJ Wealth & Legacy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AJ Wealth & Legacy, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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