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

Legacy Financial Independent Advisors LLC's plan reported $4K in assets and 6 participants for 2024.

Original filing (PDF)20251229132809NAL0041853986001

Legacy Financial Independent Advisors LLC

Name: Legacy Financial Independent Advisors LLC — Form 5500 Plan 501 (2024)
Creator: Legacy Financial Independent Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Financial Independent Advisors LLC CBS Benefit Plan

Health & welfare plan · Legacy Financial Independent Advisors LLC's Legacy Financial Independent Advisors LLC CBS Benefit Plan held $4K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4K

Net assets (EOY)

$1K

People on this filing

Joseph HSU signed Legacy Financial Independent Advisors LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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 Financial Independent Advisors LLC's EIN is 92-1690509.

EIN 92-1690509

Plan number 501

Plan year 2024

ACK ID 20251229132809NAL0041853986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Financial Independent Advisors LLC's plan includes health coverage.

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 (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