PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LEGAC GROUP INC.
Sponsor portfolio

LEGAC GROUP INC.

EIN 26-1798643-construction-Latest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
123
6751 SOUTHFRONT ROAD - LIVERMORE, CA 94551925-667-2925LinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$3.1M - 73 part#002CashBalance-$1.6M - 50 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 123 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • LEGAC RETIREMENT PLAN (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LEGAC RETIREMENT PLAN (#001)73
  • CASH BALANCE PLAN (#002)50
Total 123Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEGAC RETIREMENT PLAN

401k

Assets$3.1M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LEGAC GROUP INC. CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEGAC RETIREMENT PLAN401k$3.1M732024
002LEGAC GROUP INC. CASH BALANCE PLANCashBalance$1.6M502024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica