How big is Legacy Heating and Air, Inc.'s plan?

Legacy Heating and Air, Inc.'s plan reported $2.8M in assets and 49 participants for 2024.

Original filing (PDF)20251014100615NAL0003575360001

Legacy Heating and Air, Inc.

Name: Legacy Heating and Air, Inc. — Legacy Heating and, Form 5500 (2024)
Creator: Legacy Heating and Air, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Heating and Air, Inc. Employees Savings Trust

401(k) retirement plan · Legacy Heating and Air, Inc.'s Legacy Heating and Air, Inc. Employees Savings Trust held $2.8M in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Anthony B Cook signed Legacy Heating and Air, Inc.'s 2024 Form 5500 as plan administrator.

Anthony B Cook — 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

Legacy Heating and Air, Inc.'s EIN is 45-5500252.

EIN 45-5500252

Plan number 001

Plan year 2024

ACK ID 20251014100615NAL0003575360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Heating and Air, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Heating and Air, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGACY HEATING AND AIR, INC..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off