Plan Snapshot
- Plan Sponsor: Legacy Community Health Services, INC.
- Sponsor EIN: 760009637
- Sponsor Address: 2929 ALLEN PARKWAY, SUITE 1300, HOUSTON, TX, 77019
- Plan Type: 403(b)
- Total Participants: 1,818
- Total Assets: $74.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,818 | $74.0M | $1.7M | $8.0M |
| 2023 | 1,745 | $62.9M | $2.9M | $7.8M |
| 2022 | 1,613 | $47.6M | $2.8M | $6.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $376,806 | $164,555 | — | — | — |
| 2023 | $154,375 | $104,482 | — | — | — |
| 2022 | $406,467 | $308,708 | $93,688 | — | — |