How big is Legacy Wealth Group LLC's plan?

Legacy Wealth Group LLC's plan reported $29K in assets and 2 participants for 2024.

Original filing (PDF)20250730134448NAL0005709312001

Legacy Wealth Group LLC

Name: Legacy Wealth Group LLC — Legacy Wealth Group LLC, Form 5500 (2024)
Creator: Legacy Wealth Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Wealth Group LLC 401(k) Plan

401(k) retirement plan · Legacy Wealth Group LLC's Legacy Wealth Group LLC 401(k) Plan held $29K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Terry Knell signed Legacy Wealth Group LLC's 2024 Form 5500 as plan administrator.

Terry Knell — 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 Wealth Group LLC's EIN is 93-1613464.

EIN 93-1613464

Plan number 001

Plan year 2024

ACK ID 20250730134448NAL0005709312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY WEALTH GROUP 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