Legacy Funeral Group 401(k) match, vesting and fees
What Legacy Funeral Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Regions Bank DBA Regions Trust | Schedule C ↗ |
| Independent auditor | Harper & Pearson Company P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Legacy Funeral Group: employer contribution per participant | $989 | |
| Peer median | $1,803 |
| Legacy Funeral Group: average balance | $29,122 | |
| Peer median | $48,934 |
| Legacy Funeral Group: admin expenses ÷ assets | 0.82% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.2M at the end of plan year 2021 to $12.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,011 | $12.7M | $432K | $989 | 0.82% | Not published | Form 5500 ↗ |
| 2023 | 990 | $10.5M | $446K | $1,001 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 936 | $8.7M | $411K | $994 | 1.24% | Not published | Form 5500 ↗ |
| 2021 | 796 | $9.2M | $389K | $986 | 0.75% | Not published | Form 5500 ↗ |
Common questions
Does Legacy Funeral Group match 401(k) contributions?
The match terms for the Legacy Funeral Group Employees Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $432K in employer contributions, about $989 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legacy Funeral Group 401(k) match vested?
The vesting schedule for the Legacy Funeral Group Employees Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legacy Funeral Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Regions Bank DBA Regions Trust. The plan administrator is Legacy Funeral Group, L.L.C..
I left Legacy Funeral Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legacy Funeral Group, L.L.C., (713) 284-1411) or the recordkeeper, Regions Bank DBA Regions Trust. The Legacy Funeral Group old 401(k) page lists the contacts from every plan filing. Find an old Legacy Funeral Group 401(k)
Data from the public Form 5500 annual reports Legacy Funeral Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Legacy Funeral Group. Not financial advice. Report a correction · Methodology