· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEGACY MAIL MANAGEMENT, LLC — THE ARCHITECT 401(K) PLAN- LEGACY MAIL MANAGEMENT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617104436NAL0000767907001
LEGACY MAIL MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
THE ARCHITECT 401(K) PLAN- LEGACY MAIL MANAGEMENT
401(k) retirement plan
Active participants
53
Accounts w/ balance
0
Plan assets (EOY)
$472K
Net assets (EOY)
$472K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEGACY MAIL MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
LEGACY MAIL MANAGEMENT, LLC
EIN
81-3182201
Address
1615 E. WASHINGTON ST. · MOUNT PLEASANT, IA · 52641
Phone
(319) 931-4575
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Name
THE FINWAY GROUP, LLC
EIN
42-1468222
City
W. DES MOINES, IA
Phone
(515) 226-0974
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
ROCKITEK, LLC
ROCKITEK LLC 401K
$474K · 9 participants
CHILDREN'S MIRACLE NETWORK OF GREATER ST. LOUIS
CHILDREN'S MIRACLE NETWORK OF GREATER ST. LOUIS 401(K) PLAN
$467K · 7 participants
KEYSTONE MANAGEMENT LLC
KEYSTONE MANAGEMENT 401(K) PLAN
$478K · 57 participants
PIKE LAKE ENTERPRISES, LLC
PIKE LAKE ENTERPRISES 401(K) PLAN
$478K · 1 participants
ECOSMARTE PLANET FRIENDLY, INC.
ECOSMARTE PROFIT SHARING PLAN
$464K · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KELLERMAN BUSINESS SOLUTIONS, INC.
KBS 401(K) PLAN
$463K · 10 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
