True Legacy401(k)
TRUE LEGACY 401(K) PLAN · SAN DIEGO, CA · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
True Legacy reported $3,554 in plan administrative expenses for 2024: 0.86% of average plan assets, below the peer median. Employer contributions averaged $1,177 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (9,068th of 9,483), and 2,032nd of 2,096 in real estate & leasing. In 2024, employees put in $2.10 for every $1.00 the employer contributed.
True Legacy's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 831985983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.