# Legacy Property Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/legacy-property-group-llc-401k-plan

> Legacy Property Group, LLC's 401(k) plan: 534 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/windham-brannon-llc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/legacy-property-group-llc-401k-plan)

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