Legacy Senior Living, Llc 401(k) Plan: Login, Facts & Contact Information

Legacy Senior Living, Llc 401(k) Plan Facts

Plan name
LEGACY SENIOR LIVING, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LEGACY SENIOR LIVING, LLC
Participants
684 (754 active employees)
Former employees with a balance
28
Plan assets
$1,233,408 at Dec 31, 2024
Average account balance
$11,420 across 108 accounts
Employer contributions
$32,409 in plan year 2024 (12% of all contributions)
Recordkeeper
Transamerica Financial Life Ins Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2017
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $263,242 went into the plan in contributions, $32,409 of it from the employer (12%).
  • $298,036 was paid out to participants.
  • Investment and other income added $156,661.
  • Administrative expenses were $17,807, about $165 per account.

How the Legacy Senior Living, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019533$681,011$21,098$70,584
2020584$884,315$23,535$142,323
2021678$1.15 million$25,202$103,192
2022616$961,717$23,437$257,631
2023633$1.13 million$31,681$199,098
2024684$1.23 million$32,409$298,036

Legacy Senior Living, Llc 401(k) Contact Information

Phone
423-478-8071
Mailing address
2235 CANDIES LANE NW, CLEVELAND TN 37312
Plan sponsor
LEGACY SENIOR LIVING, LLC
Plan administrator
ERISA SERVICES, INC.
Employer identification number (EIN)
20-5770211
Plan number
001

Questions about the Legacy Senior Living, Llc 401(k)

Does Legacy Senior Living, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $32,409, 12% of all contributions.

Does the Legacy Senior Living, Llc 401(k) have automatic enrollment?

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

How many people are in the Legacy Senior Living, Llc 401(k) plan?

684 participants at the start of plan year 2024, 754 of them active employees, and 28 former employees who still had money in the plan.

What is the average 401(k) balance at Legacy Senior Living, Llc?

About $11,420 per account: $1.23 million in plan assets across 108 accounts with a balance at the end of plan year 2024.

Who manages the Legacy Senior Living, Llc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Legacy Senior Living, Llc. How do I access my 401(k)?

Your account stays with Transamerica 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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