How big is Mercato Management Legacy LLC's plan?

Mercato Management Legacy LLC's plan reported $2.8M in assets and 19 participants for 2024.

Original filing (PDF)20250813152106NAL0025773538001

Mercato Management Legacy LLC

Name: Mercato Management Legacy LLC — Mercato Management, Form 5500 (2024)
Creator: Mercato Management Legacy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mercato Management Legacy LLC 401(k)

401(k) retirement plan · Mercato Management Legacy LLC's Mercato Management Legacy LLC 401(k) held $2.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Shirley Horner signed Mercato Management Legacy LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mercato Management Legacy LLC's EIN is 33-2406863.

EIN 33-2406863

Plan number 001

Plan year 2024

ACK ID 20250813152106NAL0025773538001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mercato Management Legacy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mercato Management Legacy LLC'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 MERCATO MANAGEMENT LEGACY LLC.

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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 (92nd percentile).

Plan sponsor

Name

MERCATO MANAGEMENT LEGACY LLC

EIN

all filings

Address

2750 E COTTONWOOD PKWY STE 500 · COTTONWOOD HEIGHTS, UT · 84121

Phone

(702) 515-9115

Industry

Finance & Insurance

Plan administrator