How big is Legacy Inc.'s plan?

Legacy Inc.'s plan reported $612K in assets and 8 participants for 2024.

Original filing (PDF)20250722123616NAL0006029234001

Legacy Inc.

Name: Legacy Inc. — Legacy Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Legacy Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Inc.'s Legacy Inc. 401(k) Profit Sharing Plan & Trust held $612K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$612K

Net assets (EOY)

$612K

People on this filing

ABEL Nelson signed Legacy Inc.'s 2024 Form 5500 as plan administrator.

ABEL Nelson — 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 Inc.'s EIN is 90-0944931.

EIN 90-0944931

Plan number 001

Plan year 2024

ACK ID 20250722123616NAL0006029234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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