Original filing (PDF)20230209082219NAL0021637827001

LEGACY SUNROOMS, LLC

Name: LEGACY SUNROOMS, LLC — LEGACY SUNROOMS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: LEGACY SUNROOMS, LLC

Form 5500-SF

FILING_RECEIVED

LEGACY SUNROOMS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY SUNROOMS, LLC.

Plan sponsor

Name

LEGACY SUNROOMS, LLC

EIN

82-2603247

Address

2140 AMERICAN DRIVE · NEENAH, WI · 54956

Phone

(920) 585-0133

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-02-09

Pension benefit codes

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)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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