Legence Holdings LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Legence Holdings LLC (EIN 854033009)
  • Plan Type: 401(k)
  • Total Participants: 2,603
  • Total Assets: $216.8M
  • Sponsor State: CA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,603$216.8M$9.8M$19.9M
20233,006$121.8M$6.5M$13.5M
20221,523$81.3M$5.8M$10.5M

Service Providers

  • PLANTE & MORAN PLLC — Accountant / Independent Qualified Public Accountant

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