· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEGACY EXCAVATING, INC. DBA LEGACY PIPELINE — LEGACY EXCAVATING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007150841NAL0004766369001
LEGACY EXCAVATING, INC. DBA LEGACY PIPELINE
Form 5500-SF
FILING_RECEIVED
LEGACY EXCAVATING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
36
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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 EXCAVATING, INC. DBA LEGACY PIPELINE
.
Find decision makers
Plan sponsor
Name
LEGACY EXCAVATING, INC. DBA LEGACY PIPELINE
EIN
85-0936949
Address
PO BOX 422 · CALIMESA, CA · 92320
Phone
(909) 795-0531
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
A. SCOTT ENTERPRISES, INC.
A. SCOTT ENTERPRISES INC. 401(K) PROFIT SHARING PLAN
$1.1M · 68 participants
WINDOW UNIVERSE CLEVELAND LLC
WINDOW UNIVERSE CLEVELAND LLC 401(K) PLAN
$1.1M · 10 participants
ALLEN AND LEBLANC, LLC
ALLEN AND LEBLANC, LLC 401K PROFIT SHARING PLAN AND TRUST
$1.1M · 30 participants
FIDUCIARY WISE, LLC FBO MITIGATION MASTERS, LLC
MY FUTURE 401(K) PLAN FIDUCIARY WISE, LLC
$1.1M · 22 participants
NORTH SMITHFIELD FENCE, INC.
100
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.
NORTH SMITHFIELD FENCE, INC. PROFIT SHARING PLAN
$1.1M · 8 participants
CONNECTIVITY SOLUTIONS INC
CONNECTIVITY SOLUTIONS INC 401K PROFIT SHARING PLAN AND TRUST
$1.1M · 24 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
