How big is Legacy South LLC's plan?

Legacy South LLC's plan reported $2.1M in assets and 71 participants for 2024.

Original filing (PDF)20250721100018NAL0002710386001

Legacy South LLC

Name: Legacy South LLC — Legacy South LLC 401(k) Profit, Form 5500 (2024)
Creator: Legacy South LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy South LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy South LLC's Legacy South LLC 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Scott Fitzpatrick signed Legacy South LLC's 2024 Form 5500 as plan administrator.

Scott Fitzpatrick — 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 South LLC's EIN is 93-1946341.

EIN 93-1946341

Plan number 001

Plan year 2024

ACK ID 20250721100018NAL0002710386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy South LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 SOUTH LLC.

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Plan health score

Above-average plan

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