How big is Tri-Star Legacy, Inc.'s plan?

Tri-Star Legacy, Inc.'s plan reported $1.8M in assets and 18 participants for 2023.

Original filing (PDF)20250618115044NAL0003814352001

Tri-Star Legacy, Inc.

Name: Tri-Star Legacy, Inc. — ROTO Rooter Plumbing, Form 5500 (2023)
Creator: Tri-Star Legacy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTO Rooter Plumbing Service, Inc. 401(k) Plan and Trust

401(k) retirement plan · Tri-Star Legacy, Inc.'s ROTO Rooter Plumbing Service, Inc. 401(k) Plan and Trust held $1.8M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

KIM Miller signed Tri-Star Legacy, Inc.'s 2023 Form 5500 as plan administrator.

KIM Miller — 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

Tri-Star Legacy, Inc.'s EIN is 26-1431238.

EIN 26-1431238

Plan number 001

Plan year 2023

ACK ID 20250618115044NAL0003814352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Tri-Star Legacy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Tri-Star Legacy, Inc.'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 TRI-STAR LEGACY, INC..

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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