Legacy Senior Communities 403(b) match, vesting and fees
What Legacy Senior Communities' 403(b) 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 | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 294 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Legacy Senior Communities: employer contribution per participant | $872 | |
| Peer median | $1,438 |
| Legacy Senior Communities: average balance | $16,870 | |
| Peer median | $41,205 |
| Legacy Senior Communities: admin expenses ÷ assets | 1.23% | |
| Peer median | 0.33% |
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 $5.3M at the end of plan year 2021 to $10M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 825 | $10M | $518K | $872 | 1.23% | Not published | Form 5500 ↗ |
| 2024 | 875 | $8.7M | $518K | $819 | 1.43% | Not published | Form 5500 ↗ |
| 2023 | 1,026 | $7.4M | $484K | $725 | 1.49% | Not published | Form 5500 ↗ |
| 2022 | 943 | $5.6M | $460K | $652 | 1.82% | Not published | Form 5500 ↗ |
| 2021 | 999 | $5.3M | $346K | $411 | 1.52% | Not published | Form 5500 ↗ |
Common questions
Does Legacy Senior Communities match 401(k) contributions?
The match terms for the The Legacy Senior Communities 403(b) Plan have not been published from its filing yet. The plan year 2025 filing reports $518K in employer contributions, about $872 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legacy Senior Communities 401(k) match vested?
The vesting schedule for the The Legacy Senior Communities 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legacy Senior Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Stancorp Financial Group. The plan administrator is The Legacy Senior Communities, Inc..
I left Legacy Senior Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Legacy Senior Communities, Inc., (972) 468-6160) or the recordkeeper, Stancorp Financial Group. The Legacy Senior Communities old 401(k) page lists the contacts from every plan filing. Find an old Legacy Senior Communities 401(k)
Data from the public Form 5500 annual reports Legacy Senior Communities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Senior Communities. Not financial advice. Report a correction · Methodology