# Lgi Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lgi-homes-inc-401k-plan

> Lgi Homes, INC.'s 401(k) plan: 1,175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lgi Homes, INC.

- **Sponsor EIN:** 463088013

- **Sponsor Address:** 1450 LAKE ROBBINS DR SUITE 430, THE WOODLANDS, TX, 77380

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

- **Total Participants:** 1,175

- **Total Assets:** $91.0M

## 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|1,175|$91.0M|$4.6M|$8.9M|

| 2023|937|$76.6M|$4.4M|$8.5M|

| 2022|863|$57.6M|$4.5M|$7.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$122,077|—|$122,077|

| LEGACY ASSET MANAGEMENT INC|ADVISOR|$40,540|—|$40,540|

| SHEFFIELD, TRACKWELL & RAPP, LLC|ACCOUNTANT/AUDITOR|$19,600|—|$19,600|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$13,618|—|$13,618|

| STRATEGIC ADVISORS, INC.|ADVISOR|$7,725|—|$7,725|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SHEFFIELD, TRACKWELL & RAPP, LLC](https://planprovider.pro/provider/sheffield-trackwell-and-rapp-llc) — ACCOUNTANT/AUDITOR

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $203,560

- **Estimated Expense Ratio:** 0.224% 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|$203,678|$61,882|$300|$19,600|—|

| 2023|$159,356|$54,504|$600|—|—|

| 2022|$185,287|$61|—|—|—|

## Similar Plans

- [Percheron Holdings, LLC](https://planprovider.pro/companies/percheron-holdings-llc-plan) — 854 participants

- [Hillwood Development Company, LLC](https://planprovider.pro/companies/hillwood-development-company-llc-401k-plan) — 773 participants

- [Harwood International Incorporated](https://planprovider.pro/companies/harwood-international-inc-401k-plan) — 771 participants

- [Encore Enterprises, INC.](https://planprovider.pro/companies/encore-enterprises-inc-401k-plan) — 1,716 participants

- [Tarantino Senior Living Communities LLC](https://planprovider.pro/companies/tarantino-senior-living-communities-llc-401k-plan) — 626 participants

- [Hudson Advisors L.P.](https://planprovider.pro/companies/hudson-advisors-l-p-401k-plan) — 617 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lgi-homes-inc-401k-plan)

© 2026 PlanProvider.Pro