Legacy Partners Realty 401(k) match, vesting and fees
What Legacy Partners Realty's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lindquist, Von Husen & Joyce LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Legacy Partners Realty: employer contribution per participant | $871 | |
| Peer median | $1,680 |
| Legacy Partners Realty: average balance | $92,932 | |
| Peer median | $52,722 |
| Legacy Partners Realty: admin expenses ÷ assets | 0.33% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $28.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 330 | $28.8M | $270K | $871 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Legacy Partners Realty match 401(k) contributions?
The match terms for the Legacy Partners Realty Inc Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $270K in employer contributions, about $871 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legacy Partners Realty 401(k) match vested?
The vesting schedule for the Legacy Partners Realty Inc Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legacy Partners Realty 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Legacy Partners Realty Inc.
I left Legacy Partners Realty. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legacy Partners Realty Inc, (650) 235-2642) or the recordkeeper, Fidelity Investments Institutional. The Legacy Partners Realty old 401(k) page lists the contacts from every plan filing. Find an old Legacy Partners Realty 401(k)
Data from the public Form 5500 annual reports Legacy Partners Realty filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Legacy Partners Realty. Not financial advice. Report a correction · Methodology