Original filing (PDF)20240212103547NAL0009823729001

CLARKE & MCCRORY LEGACY, LLC

Name: CLARKE & MCCRORY LEGACY, LLC — CLARKE & MCCRORY LEGACY 401(K) PLAN, Form 5500 (2022)
Creator: CLARKE & MCCRORY LEGACY, LLC

Form 5500-SF

FILING_RECEIVED

CLARKE & MCCRORY LEGACY 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLARKE & MCCRORY LEGACY, LLC.

Plan sponsor

Name

CLARKE & MCCRORY LEGACY, LLC

EIN

45-3052863all filings

Address

4301 ANCHOR PLAZA PKWY, #140 · TAMPA, FL · 33634

Phone

(813) 289-8808

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-02-12

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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