Legacy Funeral Group, L.l.c. 401(k) Plan: Login, Facts & Contact Information

Legacy Funeral Group, L.l.c. 401(k) Plan Facts

Plan name
LEGACY FUNERAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEGACY FUNERAL GROUP, L.L.C.
Participants
996 (892 active employees)
Former employees with a balance
114
Plan assets
$12,726,435 at Dec 31, 2024
Average account balance
$29,122 across 437 accounts
Employer contributions
$432,009 in plan year 2024 (18% of all contributions)
Recordkeeper
Regions Bank Dba Regions Trust
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.38 million went into the plan in contributions, $432,009 of it from the employer (18%).
  • $1.19 million was paid out to participants.
  • Investment and other income added $1.15 million.
  • Administrative expenses were $95,305, about $218 per account.

How the Legacy Funeral Group, L.l.c. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019697$6.25 million$260,936$767,068
2020757$7.75 million$328,596$621,417
2021738$9.19 million$388,670$1.05 million
2022776$8.70 million$410,625$776,806
2023928$10.5 million$446,416$1.19 million
2024996$12.7 million$432,009$1.19 million

Legacy Funeral Group, L.l.c. 401(k) Contact Information

Phone
713-284-1411
Mailing address
PO BOX 56005, HOUSTON TX 77256
Plan sponsor
LEGACY FUNERAL GROUP, L.L.C.
Employer identification number (EIN)
82-0562929
Plan number
001

Questions about the Legacy Funeral Group, L.l.c. 401(k)

Does Legacy Funeral Group, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $432,009, 18% of all contributions.

Does the Legacy Funeral Group, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Legacy Funeral Group, L.l.c 401(k) plan?

996 participants at the start of plan year 2024, 892 of them active employees, and 114 former employees who still had money in the plan.

What is the average 401(k) balance at Legacy Funeral Group, L.l.c?

About $29,122 per account: $12.7 million in plan assets across 437 accounts with a balance at the end of plan year 2024.

Who manages the Legacy Funeral Group, L.l.c 401(k) accounts?

ADP Retirement Services (listed on the filing as REGIONS BANK DBA REGIONS TRUST) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Legacy Funeral Group, L.l.c. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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