How big is Legacy Financial Independent Advisors, LLC's plan?

Legacy Financial Independent Advisors, LLC's plan reported $1.2M in assets and 8 participants for 2025.

Original filing (PDF)20260506063556NAL0001677905001

Legacy Financial Independent Advisors, LLC

Name: Legacy Financial Independent Advisors, LLC — Form 5500 Plan 001 (2025)
Creator: Legacy Financial Independent Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Financial Independent Advisors 401(k) Plan

401(k) retirement plan · Legacy Financial Independent Advisors, LLC's Legacy Financial Independent Advisors 401(k) Plan held $1.2M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Legacy Financial Independent Advisors, LLC's EIN is 92-1690509.

EIN 92-1690509

Plan number 001

Plan year 2025

ACK ID 20260506063556NAL0001677905001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Legacy Financial Independent Advisors, 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 FINANCIAL INDEPENDENT ADVISORS, 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