Plan Ledger DOL Form 5500 · updated monthly

Legacy Home Health Agency, Inc.401(k)

LEGACY HOME HEALTH AGENCY, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.18%

Legacy Home Health Agency, Inc. reported $3,044 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,094th of 5,688), and 10,467th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,500,426
Participants with balances50
Active participants1,917
Employer contributions—
Employee contributions$90,516
Employer contribution per active participant—
Average account balance$30,009
Benefits paid to participants$202,428
Plan auditUnmodified (clean) audit opinion
AuditorTAYLOR AND TAYLOR GLOBAL CONSULTING
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,044
Total administrative$3,044
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,044 · 0.18%
Similar plansHealth Care & Social Assistance · Texas
Frontera Strategies, LLC TX$1.6M · 0.49%
Hmg Healthcare LLC TX$1.6M · 1.20%
Lucent Home Health, LLC TX$1.4M · 1.21%
Special Kids Care TX$1.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742826236 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.