Legacy Property Group, Llc 401(k) Plan: Login, Facts & Contact Information
Legacy Property Group, Llc 401(k) Login
We don't have a verified login link for this plan's recordkeeper (Heritage Pension Advisors, Inc). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Legacy Property Group, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.13 million went into the plan in contributions, $406,240 of it from the employer (36%).
- $455,469 was paid out to participants.
- Investment and other income added $1.29 million.
- Administrative expenses were $97,498, about $392 per account.
How the Legacy Property Group, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 689 | $4.43 million | $430,750 | $333,079 |
| 2020 | 838 | $5.42 million | $271,979 | $570,986 |
| 2021 | 408 | $6.22 million | $288,049 | $1.00 million |
| 2022 | 480 | $5.81 million | $356,247 | $648,144 |
| 2023 | 575 | $7.64 million | $405,404 | $403,321 |
| 2024 | 627 | $9.51 million | $406,240 | $455,469 |
Legacy Property Group, Llc 401(k) Contact Information
Questions about the Legacy Property Group, Llc 401(k)
Does Legacy Property Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $406,240, 36% of all contributions.
Does the Legacy Property Group, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Legacy Property Group, Llc 401(k) plan?
627 participants at the start of plan year 2024, 534 of them active employees.
What is the average 401(k) balance at Legacy Property Group, Llc?
About $38,176 per account: $9.51 million in plan assets across 249 accounts with a balance at the end of plan year 2024.
Who manages the Legacy Property Group, Llc 401(k) accounts?
HERITAGE PENSION ADVISORS, INC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Legacy Property Group, Llc. How do I access my 401(k)?
Your account stays with HERITAGE PENSION ADVISORS, INC after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.