Plan Ledger DOL Form 5500 · updated monthly

Legacy Community Health Services, Inc.403(b)

LEGACY COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.55%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Legacy Community Health Services, Inc. reported $376,806 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~90% of peers. Employer contributions averaged $917 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.28% to 0.55%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 805th-largest of 5,688 plans among Texas employers on file, and the 1,382nd of 11,911 in health care & social assistance. In 2024, employees put in $4.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,031,798
Participants with balances2,044
Active participants1,818
Employer contributions$1,667,055
Employee contributions$7,985,458
Employer contribution per active participant$917
Average account balance$36,219
Benefits paid to participants$8,380,834
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$74.0M · 2,044 accts · $1.7M emplr
2023$62.9M · 2,278 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$212,251
Investment management$164,555
Total administrative$376,806
Employer contributions to the Legacy Community Health Services, Inc. plan · 2024
Employer contribution per active participant$917
Median for plans this size$3,635
2024$917 per active participant
2023$1,635 per active participant

Legacy Community Health Services, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$161,650
EMPOWER ADVISORY GROUP, LLC · Investment management$2,905

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$376,806 · 0.55%
2023$154,375 · 0.28%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lifespace Communities, Inc. TX$76.7M · 0.34%
Emerus Holdings, Inc. TX$74.5M · 0.35%
Adc Physicians, P.A. TX$71.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760009637 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.