Legacy Property Group, LLC's EIN is 58-2486526.
Download the official 2024 Form 5500 (PDF) for Legacy Property Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Legacy Property Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE PENSION ADVISORS, INC | 81-4903086 | — | RECORDKEEPER, TPA | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESTMENT ASSETS MGMT OF GEORGIA | 58-1882582 | — | INVESTMENT ADVISORS | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 99.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $39K | 0.4% |
