How big is Legacy Mechanical & Energy Services, Inc.'s plan?

Legacy Mechanical & Energy Services, Inc.'s plan reported $2.5M in assets and 26 participants for 2024.

Original filing (PDF)20251012005324NAL0000048385001

Legacy Mechanical & Energy Services, Inc.

Name: Legacy Mechanical & Energy Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Legacy Mechanical & Energy Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Legacy Mechanical & Energy Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Legacy Mechanical & Energy Services, Inc.'s Legacy Mechanical & Energy Services, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Legacy Mechanical & Energy Services, Inc.'s EIN is 04-3622242.

EIN 04-3622242

Plan number 001

Plan year 2024

ACK ID 20251012005324NAL0000048385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Legacy Mechanical & Energy Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Mechanical & Energy Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MECHANICAL & ENERGY SERVICES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

LEGACY MECHANICAL & ENERGY SERVICES, INC.

EIN

all filings

Address

2603 CAMINO RAMON, SUITE 490 · SAN RAMON, CA · 945831346

Phone

(925) 820-6938

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator