Lgi Homes, Inc. 401(k) Plan
Sponsored by Lgi Homes, Inc. · EIN 463088013 · Plan #001
- Total assets
- $91.0M
- Net assets
- $91.0M
- Active participants
- 1,175
- With balances
- 1,315
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $122,077 |
| Legacy Asset Management Inc | Investment advisory (plan) | $40,540 |
| Sheffield, Trackwell & Rapp, Llc | Accounting | $19,600 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $13,618 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,725 |