Legacy Property Group, LLC 401(k) Plan
What public Form 5500 filings show about the Legacy Property Group, LLC 401(k) plan — and how to find and check your own account.
The Legacy Property Group, LLC 401(k) on its latest Form 5500
Legacy Property Group, LLC (EIN 58-2486526) reports LEGACY 401(K) RETIREMENT PLAN on its most recent Form 5500, with $10.8M in plan assets across 572 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Legacy Property Group, LLC filing — schedules, fees, and providers.
Who runs the Legacy Property Group, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is HERITAGE PENSION ADVISORS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Legacy Property Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INVESTMENT ASSETS MGMT OF GEORGIA.
How to check your Legacy Property Group, LLC 401(k)
- Log in to HERITAGE PENSION ADVISORS’s participant portal (the site on your statements).
- Ask Legacy Property Group, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).