How big is Legacy Mechanical Services' plan?

Legacy Mechanical Services' plan reported $1.4M in assets and 43 participants for 2024.

Original filing (PDF)20251015112153NAL0004698049001

Legacy Mechanical Services

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

Form 5500-SF

FILING_RECEIVED

Legacy Mechanical Services 401(k) Plan

401(k) retirement plan · Legacy Mechanical Services' Legacy Mechanical Services 401(k) Plan held $1.4M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Sean Daily signed Legacy Mechanical Services' 2024 Form 5500 as plan administrator.

Sean Daily — 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

Legacy Mechanical Services' EIN is 58-2600621.

EIN 58-2600621

Plan number 001

Plan year 2024

ACK ID 20251015112153NAL0004698049001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Legacy Mechanical Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 SERVICES.

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Plan health score

Above-average plan

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