Original filing (PDF)20250625090218NAL0004516979001

LEGACY FINANCIAL INDEPENDENT ADVISORS, LLC

Name: LEGACY FINANCIAL INDEPENDENT ADVISORS, LLC — LEGACY FINANCIAL INDEPENDENT ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: LEGACY FINANCIAL INDEPENDENT ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

LEGACY FINANCIAL INDEPENDENT ADVISORS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

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.

Plan sponsor

Name

LEGACY FINANCIAL INDEPENDENT ADVISORS, LLC

EIN

92-1690509all filings

Address

100 MALLARD CREEK RD · SUITE 402 · LOUISVILLE, KY · 40207

Phone

(502) 873-0527

Industry

Finance & Insurancesee all

Plan administrator