How big is Legacy Tree Guard LLC's plan?

Legacy Tree Guard LLC's plan reported $12K in assets and 7 participants for 2024.

Original filing (PDF)20250724164340NAL0014473314001

Legacy Tree Guard LLC

Name: Legacy Tree Guard LLC — Legacy Tree Guard LLC 401(k), Form 5500 (2024)
Creator: Legacy Tree Guard LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Tree Guard LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Legacy Tree Guard LLC's Legacy Tree Guard LLC 401(k) Profit Sharing Plan & Trust held $12K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Christopher Lupoli signed Legacy Tree Guard LLC's 2024 Form 5500 as plan administrator.

Christopher Lupoli — 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 Tree Guard LLC's EIN is 83-3749770.

EIN 83-3749770

Plan number 001

Plan year 2024

ACK ID 20250724164340NAL0014473314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Tree Guard 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 TREE GUARD 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