Plan Ledger DOL Form 5500 · updated monthly

Legacy Property Group, LLC401(k)

LEGACY 401(K) RETIREMENT PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Legacy Property Group, LLC reported $97,498 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $761 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.

Across the 2 years on file its reported administrative ratio fell from 1.23% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Georgia (1,278th of 2,160), and 1,138th of 2,096 in real estate & leasing. In 2024, employees put in $1.72 for every $1.00 the employer contributed; active participation has grown from 447 to 534 since 2022.

Plan summary
Net assets, end of year$9,505,784
Participants with balances249
Active participants534
Employer contributions$406,240
Employee contributions$698,340
Employer contribution per active participant$761
Average account balance$38,176
Benefits paid to participants$455,469
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 249 accts · $406K emplr
2023$7.6M · 248 accts · $405K emplr
2022$5.8M · 246 accts · $356K emplr
Administrative expenses, itemized · 2024
Investment management$94,741
Total administrative$97,498
The Legacy Property Group, LLC 401(k) match · 2024
Employer contribution per active participant$761
Median for plans this size$1,313
2024$761 per active participant
2023$740 per active participant
2022$797 per active participant

Legacy Property Group, LLC's 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HERITAGE PENSION ADVISORS, INC · Recordkeeping$39,285
INVESTMENT ASSETS MGMT OF GEORGIA$56,190

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024HERITAGE PENSION ADVISORS, INC
2023HERITAGE PENSION ADVISORS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$97,498 · 1.14%
2023$79,208 · 1.18%
2022$74,241 · 1.23%
Similar plansReal Estate & Leasing · Georgia
The Integral Group, LLC GA$10.6M · 1.02%
Resicap Payroll LLC GA$10.2M · 0.69%
On Services, LLC GA$9.1M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582486526 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.