Retirement plan

LEGACY REMODELING INC. 401(K) PROFIT SHARING PLAN

Name: LEGACY REMODELING INC. - LEGACY REMODELING INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: LEGACY REMODELING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEGACY REMODELING INC. 401(K) PROFIT SHARING PLAN, LEGACY REMODELING INC.

LEGACY REMODELING INC.EIN 51-0453146Plan #001PY 2025

3090 WEST LIBERTY AVENUE - PITTSBURGH, PA 15216412-965-7923legacyremodeling.comLinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$613K

+38.3% from 2024

Total participants

0.0% from 2024

Average account balance

$38,304

+38.3% from 2024

Annual return

18.78%

+8.52 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$613K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$156

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$179 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.408%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,304

$134,817-71.6%

$123,973-69.1%

$155,188-75.3%

Participation rate

71.4%

79.4%-8.0pp

76.7%-5.2pp

80.8%-9.4pp

Annual return

18.78%

515.49%-496.7pp

388.13%-369.3pp

148.84%-130.1pp

Employer contribution / active EE

$2,704

$4,425-38.9%

$4,126-34.5%

$4,248-36.4%

Participant deferral / active EE

$3,654

$5,706-36.0%

$5,247-30.4%

$6,531-44.1%

Admin fee / account holder

$156

$13,245-98.8%

$11,799-98.7%

$14,480-98.9%

LEGACY REMODELING INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEGACY REMODELING INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion