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Original filing (PDF)20250930105746NAL0013106576001
LEGEND VALVE & FITTING, INC.
Form 5500
FILING_RECEIVED
LEGEND VALVE 401(K)PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
152
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGEND VALVE & FITTING, INC..
Plan sponsor
Name
LEGEND VALVE & FITTING, INC.
EIN
38-2811840
Address
300 N OPDYKE ROAD · AUBURN HILLS, MI · 483262974
Phone
(248) 630-7400
Industry
Wholesale Tradesee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $0 | — |
Investments
19 direct securities· $16.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Funds IncPrin LifeTime 2045 R5 Fund | — | — | $0 | $3.9M | 24.2% | |
| Principal Funds IncPrin LifeTime 2060 R5 Fund | — | — | $0 | $1.9M | 12.0% | |
| Principal Funds IncPrin LifeTime 2050 R5 Fund | — | — | $0 | $1.8M | 11.1% | |
| Principal Funds IncPrin SmCap S&P 600 Idx R5 Fund | — | — | $0 | $1.3M | 8.1% | |
| Principal Funds IncPrin LifeTime 2065 R5 Fund | — | — | $0 | $1.3M | 8.0% | |
| Principal Funds IncPrin LifeTime 2040 R5 Fund | — | — | $0 | $1.1M | 7.1% | |
| Principal Funds IncPrin LifeTime 2055 R5 Fund | — | — | $0 | $1.0M | 6.2% | |
| Principal Funds IncPrin LifeTime 2035 R5 Fund | — | — | $0 | $873K | 5.4% | |
| Principal Funds IncPRIN LIFETIME 2070 R5 FUND | — | — | $0 | $830K | 5.1% | |
| Principal Funds IncPrin LifeTime 2020 R5 Fund | — | — | $0 | $611K | 3.8% | |
| Principal Funds IncPRIN LIFETIME 2015 R5 FUND | — | — | $0 | $557K | 3.4% | |
| Principal Funds IncPrin LifeTime 2025 R5 Fund | — | — | $0 | $359K | 2.2% | |
| Principal Funds IncPrin LifeTime 2030 R5 Fund | — | — | $0 | $233K | 1.4% | |
| JP Morgan FundsJP Morgan US Equity A Fund | — | — | $0 | $99K | 0.6% | |
| Principal Life Insurance CompanyPrin Fixed Inc Guar Option | — | — | $0 | $67K | 0.4% | |
| Principal Funds IncPrin LifeTime Str Inc R5 Fund | — | — | $0 | $52K | 0.3% | |
| OppenheimerInv Global A Fd | — | — | $0 | $49K | 0.3% | |
| Principal Funds IncPrincipal MidCap R5 Fund | — | — | $0 | $49K | 0.3% | |
| PGIM InvestmentsPGIM Total Ret Bond A Fd | — | — | $0 | $1K | <0.1% |
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