Original filing (PDF)20250307161239NAL0023768386001

PALOMA LEGACY LLC

Name: PALOMA LEGACY LLC — PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: PALOMA LEGACY LLC

Form 5500-SF

FILING_RECEIVED

PALOMA LEGACY, LLC 401K RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PALOMA LEGACY LLC.

Plan sponsor

Name

PALOMA LEGACY LLC

EIN

32-0519084

Address

1221 GENEVA NATIONAL AVENUE S. · LAKE GENEVA, WI · 53147

Phone

(262) 245-7000

Industry

Admin Support & Waste Mgmtsee 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

2025-03-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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