# Legacy Senior Living, LLC 401(k) Plan
Source: https://planprovider.pro/companies/legacy-senior-living-llc-401k-plan

> Legacy Senior Living, LLC's 401(k) plan: 754 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legacy Senior Living, LLC

- **Sponsor EIN:** 205770211

- **Sponsor Address:** 2235 CANDIES LANE NW, CLEVELAND, TN, 37312

- **Plan Type:** 401(k)

- **Total Participants:** 754

- **Total Assets:** $1.2M

## 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|754|$1.2M|$32,409|$194,511|

| 2023|629|$1.1M|$31,681|$183,444|

| 2022|563|$961,717|$23,437|$183,273|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$12,381|—|$12,381|

| JOHNSON, HICKEY & MURCHISON|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $12,381

- **Estimated Expense Ratio:** 1.004% 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|$17,807|—|$17,807|—|—|

| 2023|$16,406|—|$16,406|—|—|

| 2022|$12,175|—|$12,175|—|—|

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