Original filing (PDF)20250731090253NAL0005022225001

LEGACY AUTO SALES, LLC

Name: LEGACY AUTO SALES, LLC — LEGACY AUTO SALES, LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: LEGACY AUTO SALES, LLC

Form 5500-SF

FILING_RECEIVED

LEGACY AUTO SALES, LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 LEGACY AUTO SALES, LLC.

Plan sponsor

Name

LEGACY AUTO SALES, LLC

EIN

47-2642091all filings

Address

510 CABRILLO COURT · VERONA, WI · 53593

Phone

(608) 239-1808

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-31

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

Related plans

Similar-size All Other Professional Services plans

C & W SWISS, INC.

C & W SWISS, INC. 401(K) PROFIT SHARING PLAN & TRUST

$264K · 19 participants

THE COFFEE OASIS

THE COFFEE OASIS 401(K) PROFIT SHARING PLAN & TRUST

$264K · 47 participants

THE OCEAN AGENCY

$264K · 2 participants

WILLIAMSON-DIAZ, INC. DBA THE MAIDS

WILLIAMSON-DIAZ, INC.401(K) PLAN

$264K · 24 participants

LEMAY FAMILY OFFICES LLC

LEMAY FAMILY OFFICES LLC 401(K) PSP AND TRUST

$264K · 9 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.