How big is SMH Legacy LLC's plan?

SMH Legacy LLC's plan reported $58K in assets and 5 participants for 2024.

Original filing (PDF)20250610094837NAL0042793650001

SMH Legacy LLC

Name: SMH Legacy LLC — SHM Legacy, Form 5500 (2024)
Creator: SMH Legacy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHM Legacy

401(k) retirement plan · SMH Legacy LLC's SHM Legacy held $58K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$58K

Net assets (EOY)

$58K

People on this filing

Nick Rice signed SMH Legacy LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

SMH Legacy LLC's EIN is 83-1274374.

EIN 83-1274374

Plan number 001

Plan year 2024

ACK ID 20250610094837NAL0042793650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SMH Legacy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SMH Legacy 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 SMH LEGACY 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

Knocking points off