How big is Legacy Heating LLC's plan?

Legacy Heating LLC's plan reported $15K in assets and 3 participants for 2022.

Original filing (PDF)20230731082905NAL0021823520001

Legacy Heating LLC

Name: Legacy Heating LLC — Legacy Heating LLC 401(k), Form 5500 (2022)
Creator: Legacy Heating LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Heating LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Heating LLC's Legacy Heating LLC 401(k) Profit Sharing Plan & Trust held $15K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Scott Griffin signed Legacy Heating LLC's 2022 Form 5500 as plan administrator.

Scott Griffin — 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 LLC's EIN is 81-4321743.

EIN 81-4321743

Plan number 001

Plan year 2022

ACK ID 20230731082905NAL0021823520001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Legacy Heating LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Legacy Heating 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 LEGACY HEATING 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 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

LEGACY HEATING LLC

EIN

all filings

Address

227 SW POPLAR CT · MCMINNVILLE, OR · 97128

Phone

(503) 367-4752

Industry

Electrical Contractors· Construction

Plan administrator