Department of Labor filing

LEGACY EQUIPMENT, LLC

LEGACY EQUIPMENT, LLC 401(K) AND PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Feb 6, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,358

Reported employer contributions per active participant.

Higher than about 58% of comparable plans

#People in the filing

125

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$466 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 6% of comparable plans

↗Investment performance

Not available

Plan assets changed 20.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions58th percentileTypical peer $2,059 · based on 1,266 comparable plans

Lower reported administrative expense6th percentileTypical peer $195 · based on 1,288 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, LEGACY EQUIPMENT, LLC reported $294,812 in employer contributions across the plan and 125 active participants. That works out to $2,358 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 0.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 22.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $294,812
Participant contributions: $625,537
Other contributions: $56,883
Employer share of reported contributions: 32.0%
Beginning assets: $9,747,741
Ending assets: $11,705,673
Ending net assets: $11,705,673
Ending liabilities: $0
Total income: $2,506,380
Total expenses: $548,448
Administrative expenses: $73,622
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,379

2023

$2,417

2024

$2,358

Plan-paid administrative expenses per participant

2022

$380

2023

$408

2024

$466

Active participants

2022

116

2023

122

2024

125

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,358	125	11.7M	20260206103833NAL0006243121001
2023	$2,417	122	9.7M	20240927081211NAL0003199968001
2022	$2,379	116	7.7M	20230801152959NAL0009834163001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 272242123-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1977
Industry: Wholesale trade
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3B3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CPI QUALIFIED PLAN CONSULTANTS, INC	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260206103833NAL0006243121001

Data sourceDOL Form 5500 bulk data ↗

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