How big is Georgia Legal Services Program's plan?

Georgia Legal Services Program's plan reported $6.0M in assets and 102 participants for 2024.

Original filing (PDF)20250924073523NAL0008944227001

Georgia Legal Services Program

Name: Georgia Legal Services Program — Georgia Legal, Form 5500 (2024)
Creator: Georgia Legal Services Program
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Georgia Legal Services Program Bargaining UNIT Employees 403(b) Plan

403(b) retirement plan · Georgia Legal Services Program's Georgia Legal Services Program Bargaining UNIT Employees 403(b) Plan held $6.0M in plan assets for 102 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

102

Accounts w/ balance

193

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Tamila Parker signed Georgia Legal Services Program's 2024 Form 5500 as plan administrator.

Tamila Parker — Plan Administrator — Form 5500 signer
Jane Bonner — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Georgia Legal Services Program's EIN is 58-1111590.

EIN 58-1111590

Plan number 002

Plan year 2024

ACK ID 20250924073523NAL0008944227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Georgia Legal Services Program from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Georgia Legal Services Program's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGIA LEGAL SERVICES PROGRAM.

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How this plan invests

This plan

50 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

GEORGIA LEGAL SERVICES PROGRAM

EIN

all filings

Address

104 MARIETTA STREET, SUITE 250 · ATLANTA, GA · 303032706

Phone

(404) 563-7710

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0114007	—	SERVICE PROVIDER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC.	13-2638166	—	ADVISOR AND CONSULTANT	$9K	—

Investments

50 direct securities· $5.9M(98% of reported assets)

Other securities

$4.4M

31 holdings

Mutual Funds

$1.1M

13 holdings

Common Collective Trusts

$153K

1 holding

Common Stocks

$137K

3 holdings

Bonds / Notes

$99K

1 holding

Stable Value

$1K

1 holding

					% of plan
Jpmorgan Smartretirement 2020 Class R6 Mutual Fund	Other securities	—	—	$632K	10.5%
LINCOLN FIXED ACCOUNT Fixed Annuity Contract	Other securities	—	—	$521K	8.6%
Jpmorgan Smartretirement 2045 Class R6 Mutual Fund	Other securities	—	—	$485K	8.0%
Jpmorgan Smartretirement 2050 Class R6 Mutual Fund	Other securities	—	—	$408K	6.8%
Jpmorgan Smartretirement Income Class R6 Mutual Fund	Other securities	—	—	$378K	6.3%
Jpmorgan Smartretirement 2025 Class R6 Mutual Fund	Other securities	—	—	$347K	5.8%
AMERICAN FUNDS GROWTH Mutual Fund	Mutual Funds	—	—	$324K	5.4%
Jpmorgan Smartretirement 2030 Class R6 Mutual Fund	Other securities	—	—	$283K	4.7%
FIDELITY VIP CONTRAFUND Mutual Fund	Mutual Funds	—	—	$204K	3.4%
LVIP DIMENSIONAL U.S. CORE EQUITY 1 Mutual Fund	Mutual Funds	—	—	$198K	3.3%
LVIP DELAWARE SOCIAL AWARENESS Mutual Fund	Other securities	—	—	$196K	3.2%
Jpmorgan Smartretirement 2035 Class R6 Mutual Fund	Other securities	—	—	$181K	3.0%
AMERICAN FUNDS GROWTH-INCOME Mutual Fund	Mutual Funds	—	—	$166K	2.8%
BNY MELLON S&P 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$153K	2.5%
Jpmorgan Smartretirement 2040 Class R6 Mutual Fund	Other securities	—	—	$130K	2.2%
Jpmorgan Smartretirement 2055 Class R6 Mutual Fund	Other securities	—	—	$111K	1.8%
Participant Loans Interest Rates of 4.25% to 9.50% -0-	Bonds / Notes	—	—	$99K	1.6%
AMERICAN FUNDS INTERNATIONAL Mutual Fund	Mutual Funds	—	—	$96K	1.6%
LVIP MONDRIAN INTERNATIONAL VALUE Mutual Fund	Other securities	—	—	$92K	1.5%
LVIP DELAWARE SMID CAP CORE SERIES Mutual Fund	Other securities	—	—	$90K	1.5%
LVIP BARON GROWTH OPPORTUNITIES Mutual Fund	Other securities	—	—	$86K	1.4%
LVIP T. ROWE PRICE STRUCTURED MID-CAP GROWTH Mutual Fund	Other securities	—	—	$76K	1.3%
LVIP DELAWARE DIVERSIFIED INCOME SE Mutual Fund	Common Stocks	—	—	$75K	1.2%
Jpmorgan Large Cap Growth Class R6 Mutual Fund	Other securities	—	—	$69K	1.1%
Bny Mellon Midcap Index Inc Class I Mutual Fund	Common Stocks	—	—	$57K	1.0%
LVIP DELAWARE VALUE SERIES Mutual Fund	Other securities	—	—	$45K	0.7%
TIAA CREF SOCIAL CHOICE EQUITY INSTITUTIONAL Mutual Fund	Mutual Funds	—	—	$43K	0.7%
American Funds New World Class R6 Mutual Fund	Mutual Funds	—	—	$43K	0.7%
Bny Mellon Smallcap Stock Index Class I Mutual Fund	Other securities	—	—	$34K	0.6%
LVIP DELAWARE MID CAP VALUE FUND Mutual Fund	Other securities	—	—	$32K	0.5%
LVIP BLACKROCK INFLATION PROTECTED BOND Mutual Fund	Other securities	—	—	$32K	0.5%
Delaware Diversified Income Class R6 Mutual Fund	Other securities	—	—	$31K	0.5%
LVIP DELAWARE HIGH YIELD FUND Mutual Fund	Other securities	—	—	$24K	0.4%
DELAWARE VIP SMALL CAP VALUE Mutual Fund	Other securities	—	—	$20K	0.3%
LVIP BLENDED LRG CAP GROWTH MNGD VOLTLTY Mutual Fund ** 587 * LVIP DELAWARE BOND Mutual Fund	Other securities	—	—	$18K	0.3%
LVIP BLACKROCK GLOBAL REAL ESTATE FUND Mutual Fund	Other securities	—	—	$17K	0.3%
LVIP SSGA EMERGING MARKETS 100 Mutual Fund	Other securities	—	—	$15K	0.3%
Principal Equity Income Institutional Class Mutual Fund	Other securities	—	—	$15K	0.2%
LVIP SSGA SMALL-CAP INDEX Mutual Fund	Other securities	—	—	$13K	0.2%
LVIP SSGA INTERNATIONAL INDEX Mutual Fund	Other securities	—	—	$13K	0.2%
VANGUARD INTERNATIONAL GROWTH ADMIRAL SHARES Mutual Fund	Mutual Funds	—	—	$12K	0.2%
MFS UTILITIES Mutual Fund	Mutual Funds	—	—	$11K	0.2%
Lord Abbett Short Duration Income Class R6 Mutual Fund	Mutual Funds	—	—	$10K	0.2%
Dodge & Cox Global Bond Class X Mutual Fund	Mutual Funds	—	—	$7K	0.1%
LVIP BLACKROCK DIVIDEND VALUE MNGDVLTLTY Mutual Fund	Other securities	—	—	$5K	<0.1%
LVIP DELAWARE REIT SERIES Mutual Fund	Common Stocks	—	—	$4K	<0.1%
Mfs International Intrinsic Value Class R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
FIDELITY VIP GROWTH Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
LVIP GLOBAL INCOME Mutual Fund	Other securities	—	—	$3K	<0.1%
Lincoln Stable Value Account - Z627 Fixed Annuity Contract ** 319 * Lincoln Stable Value Account - J94 Fixed Annuity Contract	Stable Value	—	—	$1K	<0.1%