Original filing (PDF)20251229132809NAL0041853986001

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

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

Form 5500-SF

FILING_RECEIVED

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

414 BAXTER AVE #215 · LOUISVILLE, KY · 40204

Phone

(502) 873-0527

Industry

Finance & Insurancesee all

Plan administrator