Plan Snapshot
- Plan Sponsor: The Legacy Senior Communities, INC.
- Sponsor EIN: 030435268
- Sponsor Address: 8260 MANDERVILLE LANE, DALLAS, TX, 75231
- Plan Type: 403(b)
- Total Participants: 698
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 698 | $8.7M | $517,554 | $1.4M |
| 2023 | 893 | $7.4M | $483,978 | $1.3M |
| 2022 | 796 | $5.6M | $460,059 | $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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $12,035 | — | $12,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,035
- Estimated Expense Ratio: 0.139% 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 | $115,348 | — | $103,313 | $12,035 | — |
| 2023 | $97,469 | $7,610 | $89,859 | — | — |
| 2022 | $99,916 | — | $99,916 | — | — |