Original filing (PDF)20241121094222NAL0000273027001

BEAR JAM LEGACY LLC

Name: BEAR JAM LEGACY LLC — Form 5500 (2023)
Creator: BEAR JAM LEGACY LLC

Form 5500-SF

FILING_RECEIVED

BEAR JAM LEGACY LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

BEAR JAM LEGACY LLC

EIN

45-3771445

Address

5620 71ST AVENUE CT W · UNIVERSITY PLACE, WA · 98467

Phone

(253) 249-4848

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-11-21

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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