Department of Labor filing

LEGEND VALVE & FITTING, INC.

LEGEND VALVE 401(K)PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 30, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

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

$Employer support

$1,019

Reported employer contributions per active participant.

Higher than about 18% of comparable plans

#People in the filing

149

Active participants reported for 2024.

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

¢Visible plan-paid fees

$20 / participant

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

Lower cost than about 92% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.7%, 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 · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions18th percentileTypical peer $2,059 · based on 1,266 comparable plans

Lower reported administrative expense92nd 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, LEGEND VALVE & FITTING, INC. reported $151,813 in employer contributions across the plan and 149 active participants. That works out to $1,019 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 proxy91%

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 7.9%

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

Expense trendUp 38.3%

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

Peer context40/100

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: $151,813
Participant contributions: $743,928
Other contributions: $64,400
Employer share of reported contributions: 16.9%
Beginning assets: $14,003,129
Ending assets: $16,203,662
Ending net assets: $16,155,023
Ending liabilities: $48,639
Total income: $2,707,040
Total expenses: $542,290
Administrative expenses: $3,110
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

$1,106

2023

$1,047

2024

$1,019

Plan-paid administrative expenses per participant

2022

$14

2023

$12

2024

$20

Active participants

2022

121

2023

134

2024

149

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,019	149	16.2M	20250930105746NAL0013106576001
2023	$1,047	134	14M	20241008135929NAL0008431331001
2022	$1,106	121	11.4M	20230926144645NAL0005843699001

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: 382811840-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1992
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
2E2F2G2J2K2S2T3D

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
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250930105746NAL0013106576001

Data sourceDOL Form 5500 bulk data ↗

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