Kevin Patel signed Legence Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Legence Holdings LLC's EIN is 85-4033009.
Download the official 2024 Form 5500 (PDF) for Legence Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legence Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $20.8M | 9.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $20.8M | 9.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $19.5M | 9.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $18.1M | 8.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $17.0M | 7.8% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $16.4M | 7.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $12.1M | 5.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $12.0M | 5.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $10.5M | 4.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $9.4M | 4.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $6.7M | 3.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $5.0M | 2.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $4.1M | 1.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4.0M | 1.9% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $3.5M | 1.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.5% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $3.1M | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $3.0M | 1.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $2.6M | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $2.3M | 1.1% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $2.2M | 1.0% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $2.1M | 1.0% | |
| BR SUSTADV LARGECAPCORE K | Registered Investment Companies | — | — | $2.0M | 0.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 0.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $1.8M | 0.8% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $1.4M | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $1.3M | 0.6% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $1.2M | 0.6% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $1.2M | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 0.5% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $1.0M | 0.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $942K | 0.4% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $686K | 0.3% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $633K | 0.3% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $373K | 0.2% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT MANAGER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $40 | — |
