Original filing (PDF)20241121094222NAL0000273027001

Bear JAM Legacy LLC

Name: Bear JAM Legacy LLC — Form 5500 (2023)
Creator: Bear JAM Legacy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear JAM Legacy LLC

401(k) retirement plan · Bear JAM Legacy LLC filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Shirley Horner signed Bear JAM Legacy LLC's 2023 Form 5500 as plan administrator.

Shirley Horner — 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

Bear JAM Legacy LLC's EIN is 45-3771445.

EIN 45-3771445

Plan number 001

Plan year 2023

ACK ID 20241121094222NAL0000273027001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bear JAM Legacy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bear JAM Legacy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score