AUMdb

Legacy Mechanical Group, Inc. Employee Stock Ownership Plan

Sponsored by Legacy Mechanical Group, Inc. · EIN 994517797 · Plan #002

Total assets
$5.0M
Net assets
$1.2M
Active participants
207
With balances
205

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.