Legacy 401(k) Retirement Plan
Sponsored by Legacy Property Group, Llc · EIN 582486526 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 534
- With balances
- 249
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Assets Mgmt Of Georgia | Investment management fees (direct) | $56,190 |
| Heritage Pension Advisors, Inc | Recordkeeping | $39,285 |