# The Legacy Senior Communities, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-legacy-senior-communities-inc-plan

> The Legacy Senior Communities, INC.'s 403(b) plan: 698 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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