Employers › LGI Homes
Recordkeeping fees per participant · LGI Homes, Inc. 401(k) Plan · plan year 2024
$92.61
Higher than 69% of the 5,847 plans $50 to 250M that report it.
= $121,777 / 1,315
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916081557NAL0001784769001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916081557NAL0001784769001, received 2025-09-16
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-16.
Administrative expenses excluding investment management, per participant
$107.83
Higher than 58% of the 8,758 plans $50 to 250M that report it.
= $141,796 / 1,315
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916081557NAL0001784769001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916081557NAL0001784769001, received 2025-09-16
Administrative expenses per participant
$154.89
Higher than 58% of the 9,042 plans $50 to 250M that report it.
= $203,678 / 1,315
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916081557NAL0001784769001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916081557NAL0001784769001, received 2025-09-16
Administrative expenses as a share of assets
0.224%
Higher than 75% of the 9,049 plans $50 to 250M that report it.
= $203,678 / $90,961,637
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916081557NAL0001784769001, received 2025-09-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916081557NAL0001784769001, received 2025-09-16
Employer contributions per participant
$3,472
Higher than 62% of the 9,105 plans $50 to 250M that report it.
= $4,565,262 / 1,315
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916081557NAL0001784769001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916081557NAL0001784769001, received 2025-09-16
Employer share of total contributions
33.3%
Higher than 62% of the 9,112 plans $50 to 250M that report it.
= $4,565,262 / $13,727,448
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916081557NAL0001784769001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916081557NAL0001784769001, received 2025-09-16
Plan terms are described in LGI Homes, Inc.'s SEC filings: Form 10-K filed 2026-02-20. No term could be quoted from them with the required precision.
3H controlled-group sponsor · 2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916081557NAL0001784769001, received 2025-09-16
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LGI HOMES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Plan name | LGI HOMES, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Sponsor EIN / plan number | 46-3088013 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Sponsor location | THE WOODLANDS, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Industry (business code) | 531390, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Filing received | 2025-09-16 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Participants, beginning of year | 1,252 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Active participants | 1,175 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Participants, end of year | 1,505 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Participants with an account balance | 1,315 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total assets, beginning of year | $76,584,597 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total assets, end of year | $90,961,637 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Net assets, end of year | $90,961,637 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total income | $26,476,102 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Net income | $14,377,040 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Employer contributions | $4,565,262 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Participant contributions | $8,897,849 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Other contributions (incl. rollovers) | $264,337 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total contributions | $13,727,448 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Benefit payments | $11,446,174 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total expenses (incl. benefit payments) | $12,099,062 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Total administrative expenses | $203,678 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Recordkeeping fees | $121,777 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| IQPA audit fees | $19,600 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Investment advisory and management fees | $61,882 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Administrative expenses excluding investment management | $141,796 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Held in common/collective trusts | $516,045 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Held in mutual funds | $87,273,762 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916081557NAL0001784769001, received 2025-09-16 |
| Independent auditor | SHEFFIELD, TRACKWELL & RAPP, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916081557NAL0001784769001, received 2025-09-16 |
Position = column in the DOL layout for form year 2024. Filing 20250916081557NAL0001784769001, received 2025-09-16.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $122,077 | yes |
| LEGACY ASSET MANAGEMENT INC | ADVISOR | 27 Investment advisory (plan) | $40,540 | no |
| SHEFFIELD, TRACKWELL & RAPP, LLC | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $19,600 | no |
| ONEDIGITAL INVESTMENT ADVISORS LLC | ADVISOR | 27 Investment advisory (plan) | $13,618 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $7,725 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250916081557NAL0001784769001, received 2025-09-16.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $76,584,597 | $90,961,637 | 18.8% |
| Participants with a balance | 1,240 | 1,315 | 6.0% |
| Administrative expenses | $159,356 | $203,678 | 27.8% |
| Recordkeeping fees per participant | $84.07 | $92.61 | 10.1% |
| Employer contributions | $4,396,124 | $4,565,262 | 3.8% |
Prior filing 20241001085941NAL0011233872001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: LGI HOMES, INC.; SEC registrant: LGI Homes, Inc. (CIK 1580670, matched by EIN; display name from the Form 10-K cover).