Plan Snapshot
- Plan Sponsor: Legacy Housing Corporation
- Sponsor EIN: 202897516
- Sponsor Address: 1600 AIRPORT FREEWAY, BEDFORD, TX, 76022
- Plan Type: 401(k)
- Total Participants: 488
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 488 | $2.3M | $282,719 | $561,667 |
| 2023 | 458 | $1.9M | $273,870 | $664,124 |
| 2022 | 646 | $1.3M | $272,988 | $672,130 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON LLC — 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 | $58,329 | $145 | — | — | — |
| 2023 | $69,387 | $58 | — | — | — |
| 2022 | $70,327 | — | — | — | — |