· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEGACY EXCAVATION, L.L.C. — LEGACY EXCAVATION, L.L.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014115259NAL0002688401001
LEGACY EXCAVATION, L.L.C.
Form 5500-SF
FILING_RECEIVED
LEGACY EXCAVATION, L.L.C. 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
7
Plan assets (EOY)
$333K
Net assets (EOY)
$333K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEGACY EXCAVATION, L.L.C.
.
Find decision makers
Plan sponsor
Name
LEGACY EXCAVATION, L.L.C.
EIN
83-4303605
Address
5721 MERLE HAY ROAD · STE 18 · JOHNSTON, IA · 50131
Phone
(515) 491-4090
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
BNRG DEVELOPMENTS USA LLC
BNRG DEVELOPMENTS USA LLC 401K
$333K · 12 participants
ALBION POWER COMPANY INC
ALBION POWER COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
$330K · 1 participants
RED RIVER CONSTRUCTION CO.
RED RIVER CONSTRUCTION CO. 401(K) SAVINGS PLAN
$336K · 51 participants
LIVE OAK UTILITY INFRASTRUCTURE, LLC.
LIVE OAK UTILITY INFRASTRUCTURE, LLC. 401(K) PLAN
$336K · 9 participants
POTTER CONSTRUCTION, LLC
POTTER CONSTRUCTION 401(K) PLAN
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$328K · 16 participants
WHITE AND WHITE CONTRACTING LLC
WHITE AND WHITE CONTRACTING LLC- 401K PLAN
$337K · 36 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
