LEGACY ASSET MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
28
Active participants
10,187
Total plan assets
$637.5M
Filings (rows)
28
Direct comp
$550K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant18
Other10
Top plans served
All 28 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS, TX | Advisor / Consultant ADVISOR | 1,175 | $91.0M | $41K |
| LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS, TX | Advisor / Consultant ADVISOR | 937 | $76.6M | $51K |
| LGI HOMES, INC. LGI HOMES, INC. 401(K) PLAN | THE WOODLANDS, TX | Advisor / Consultant ADVISOR | 863 | $57.6M | $48K |
| PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC. 401(K) PLAN | NORMAN, OK | Advisor / Consultant CONSULTANT | 223 | $45.2M | $6K |
| METRO NATIONAL CORPORATION METRONATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 363 | $38.0M | $15K |
| METRO NATIONAL CORPORATION METRONATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 267 | $33.0M | $15K |
| METRO NATIONAL CORPORATION METRONATIONAL CORPORATION RETIREMENT SAVINGS PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 251 | $28.7M | $16K |
| HOUSTON ZOO, INC. HOUSTON ZOO EMPLOYEES' 401(K) PLAN | HOUSTON, TX | Advisor / Consultant RIA | 407 | $28.2M | $16K |
| HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other NONE | 483 | $27.5M | $19K |
| HOUSTON ZOO, INC. HOUSTON ZOO EMPLOYEES' 401(K) PLAN | HOUSTON, TX | Advisor / Consultant RIA | 387 | $24.5M | $35K |
| HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other NONE | 472 | $24.3M | $34K |
| HOUSTON ZOO, INC. HOUSTON ZOO EMPLOYEES' 401(K) PLAN | HOUSTON, TX | Advisor / Consultant RIA | 382 | $20.4M | $33K |
| HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Other NONE | 453 | $19.1M | $29K |
| CARRABBAS CARRABBAS 401(K) PLAN | HOUSTON, TX | Other N/A | 559 | $17.7M | $17K |
| TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND, TX | Advisor / Consultant ADVISOR | 278 | $16.1M | $11K |
| CARRABBA'S CARRABBA'S 401(K) PLAN | HOUSTON, TX | Other N/A | 550 | $14.2M | $18K |
| TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND, TX | Advisor / Consultant ADVISOR | 251 | $13.2M | $10K |
| CARRABBA'S CARRABBA'S 401(K) PLAN | HOUSTON, TX | Other N/A | 498 | $11.5M | $7K |
| TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND, TX | Advisor / Consultant ADVISOR | 237 | $10.8M | $9K |
| PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant RIA | 75 | $7.6M | $10K |
| PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant RIA | 80 | $6.7M | $18K |
| RHODES MANAGEMENT SERVICES, LLC RHODES MANAGEMENT SERVICES, LLC 401(K) PLAN | MCALLEN, TX | Other NONE | 200 | $5.8M | $8K |
| PROSOURCE.IT, LTD. PROSOURCE.IT RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant RIA | 83 | $5.4M | $18K |
| RHODES MANAGEMENT SERVICES, LLC RHODES MANAGEMENT SERVICES, LLC 401(K) PLAN | MCALLEN, TX | Other NONE | 161 | $4.5M | $13K |
| PEPI CORPORATION ALONTI 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 214 | $3.8M | $5K |
| RHODES MANAGEMENT SERVICES, LLC RHODES MANAGEMENT SERVICES, LLC 401(K) PLAN | MCALLEN, TX | Other NONE | 148 | $3.0M | $10K |
| PEPI CORPORATION ALONTI 401(K) PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 190 | $3.0M | $8K |
| FLIGHTAWARE FLIGHTAWARE 401(K) PLAN | HOUSTON, TX | Other NONE | 0 | $0 | $31K |