Plan Ledger DOL Form 5500 · updated monthly

Legacy Link401(k)

LEGACY LINK 401(K) PLAN · OAKWOOD, GA · plan year 2022

Reported admin expense ratio · 2022
1.09%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Legacy Link reported $14,971 in plan administrative expenses for 2022: 1.09% of average plan assets, higher than ~75% of peers. Employer contributions averaged $534 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (2,010th of 2,160), and 10,619th of 11,911 in health care & social assistance. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,315,673
Participants with balances99
Active participants134
Employer contributions$71,554
Employee contributions$143,159
Employer contribution per active participant$534
Average account balance$13,290
Benefits paid to participants$67,586
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER, ALMAND & BANGS, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,432
Professional / advisory$539
Total administrative$14,971
The Legacy Link 401(k) match · 2022
Employer contribution per active participant$534
Median for plans this size$1,114

Legacy Link's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,971 · 1.09%
Same employer
Similar plansHealth Care & Social Assistance · Georgia

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Source: U.S. Department of Labor, Form 5500 series, EIN 582317890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.