Plan Snapshot
- Plan Sponsor: Legacy Property Group, LLC
- Sponsor EIN: 582486526
- Sponsor Address: 300 MARIETTA STREET NW SUITE 304, ATLANTA, GA, 30313
- Plan Type: 401(k)
- Total Participants: 534
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 534 | $9.5M | $406,240 | $698,340 |
| 2023 | 548 | $7.6M | $405,404 | $689,645 |
| 2022 | 447 | $5.8M | $356,247 | $641,653 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INVESTMENT ASSETS MGMT OF GEORGIA | INVESTMENT ADVISORS | $56,190 | — | $56,190 |
| HERITAGE PENSION ADVISORS, INC | RECORDKEEPER, TPA | $39,285 | — | $39,285 |
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $95,475
- Estimated Expense Ratio: 1.004% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $97,498 | $94,741 | — | — | — |
| 2023 | $79,208 | $79,130 | — | — | — |
| 2022 | $74,241 | $72,814 | — | — | — |