· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEGACY CUSTOM HOMES, INC. — LEGACY CUSTOM HOMES, INC. PS AND 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909131258NAL0043513458001
LEGACY CUSTOM HOMES, INC.
Form 5500-SF
FILING_RECEIVED
LEGACY CUSTOM HOMES, INC. PS AND 401(K) PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEGACY CUSTOM HOMES, INC.
.
Find decision makers
Plan sponsor
Name
LEGACY CUSTOM HOMES, INC.
EIN
20-0563223
Address
3304 SIX FORKS ROAD · RALEIGH, NC · 27609
Phone
(919) 781-3800
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
E. B. BAKER & SONS, INC.
E. B. BAKER & SONS, INC., PROFIT SHARING PLAN
$3.7M · 3 participants
LANCASTER CRAFTSMEN BUILDERS, INC.
LANCASTER CRAFTSMEN BUILDERS, INC. 401K PLAN
$3.7M · 12 participants
WATTS CONSTRUCTION COMPANY INC
WATTS CONSTRUCTION COMPANY INC PROFIT SHARING PLAN
$3.7M · 9 participants
WILKINSON HOMES, LLC
THE WILKINSON GROUP 401(K) PLAN
$3.7M · 93 participants
PATRICK MALLOY COMPANIES, LLC
EMPLOYEE BENEFIT PLAN OF PATRICK MALLOY COMPANIES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.7M · 65 participants
WARDELL BUILDERS INCORPORATED
WARDELL BUILDERS INCORPORATED 401(K) PS PLAN
$3.7M · 25 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
