Plan Ledger DOL Form 5500 · updated monthly

The Legacy Senior Communities, Inc.403(b)

THE LEGACY SENIOR COMMUNITIES 403(B) PLAN · DALLAS, TX · plan year 2025

Reported admin expense ratio · 2025
1.23%

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

The Legacy Senior Communities, Inc. reported $115,349 in plan administrative expenses for 2025: 1.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $735 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 3 years on file its reported administrative ratio fell from 1.82% to 1.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,067th of 5,688), and the 5,693rd of 11,911 in health care & social assistance. In 2025, employees put in $2.72 for every $1.00 the employer contributed; active participation has shrunk from 796 to 705 since 2022.

Plan summary
Net assets, end of year$10,020,654
Participants with balances594
Active participants705
Employer contributions$517,949
Employee contributions$1,411,229
Employer contribution per active participant$735
Average account balance$16,870
Benefits paid to participants$2,023,450
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.0M · 594 accts · $518K emplr
2024$8.7M · 632 accts · $518K emplr
2023$7.4M · 668 accts · $484K emplr
2022$5.6M · 706 accts · $460K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$101,605
Audit (IQPA)$13,744
Total administrative$115,349
Employer contributions to the The Legacy Senior Communities, Inc. plan · 2025
Employer contribution per active participant$735
Median for plans this size$1,464
2025$735 per active participant
2024$741 per active participant
2023$542 per active participant
2022$578 per active participant

The Legacy Senior Communities, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$101,604
IMA WEALTH, INC. · Investment advisory (plan)$13,744

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$115,349 · 1.23%
2024$115,348 · 1.43%
2023$97,469 · 1.49%
2022$99,916 · 1.82%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Work Services Corporation TX$10.1M · 0.15%
San Antonio Eye Center TX$10.1M · 0.33%
Aoc Opco, LLC TX$10.0M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030435268 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.