Original filing (PDF)20250609105413NAL0014131169001

D4 LEGACY WI INC.

Name: D4 LEGACY WI INC. — D4 LEGACY WI RETIREMENT PLAN, Form 5500 (2024)
Creator: D4 LEGACY WI INC.

Form 5500-SF

FILING_RECEIVED

D4 LEGACY WI RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D4 LEGACY WI INC..

Plan sponsor

Name

D4 LEGACY WI INC.

DBA

CHICK-FIL-A OSHKOSH

EIN

85-2904864

Address

1047 N WASHBURN ST · OSHKOSH, WI · 54904

Phone

(317) 340-0663

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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