Plan Snapshot
- Plan Sponsor: Legacy Funeral Group, L.L.C.
- Sponsor EIN: 820562929
- Sponsor Address: PO BOX 56005, HOUSTON, TX, 77256
- Plan Type: 401(k)
- Total Participants: 892
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 892 | $12.7M | $432,009 | $1.5M |
| 2023 | 839 | $10.5M | $446,416 | $1.3M |
| 2022 | 802 | $8.7M | $410,625 | $1.3M |
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 |
|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | INVESTMENT/FINANCIAL ADVI | $91,899 | — | $91,899 |
| ADP, INC. | RECORD KEEPER | $48,311 | — | $48,311 |
| HARPER & PEARSON COMPANY P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- HARPER & PEARSON COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,210
- Estimated Expense Ratio: 1.102% of plan assets
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 | $95,305 | $46,993 | — | — | — |
| 2023 | $75,232 | $23,890 | — | — | — |
| 2022 | $111,166 | — | — | — | — |