How big is Legacy Markets LLC's plan?

Legacy Markets LLC's plan reported $1.9M in assets and 37 participants for 2024.

Original filing (PDF)20250501144426NAL0007066402001

Legacy Markets LLC

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

Form 5500-SF

FILING_RECEIVED

Legacy-Triangle 401(k) Plan

401(k) retirement plan · Legacy Markets LLC's Legacy-Triangle 401(k) Plan held $1.9M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Scott Doggett signed Legacy Markets LLC's 2024 Form 5500 as plan administrator.

Scott Doggett — 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 Markets LLC's EIN is 99-3751428.

EIN 99-3751428

Plan number 003

Plan year 2024

ACK ID 20250501144426NAL0007066402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

LEGACY MARKETS LLC

EIN

all filings

Address

751 ASHE STREET · HENDERSONVILLE, NC · 28792

Phone

(828) 692-0246

Industry

Retail Trade

Plan administrator