# Legacy Community Health Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/legacy-community-health-403b-plan

> Legacy Community Health Services, INC.'s 403(b) plan: 1,818 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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