Plan Ledger DOL Form 5500 · updated monthly

Advocates for Basic Legal Equality Inc401(k)

ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN · TOLEDO, OH · plan year 2024

Reported admin expense ratio · 2024
0.15%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Advocates for Basic Legal Equality Inc reported $26,737 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,652 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,392nd-largest of 3,295 plans among Ohio employers on file, and the 5,777th of 11,654 in professional & technical services. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,765,259
Participants with balances150
Active participants149
Employer contributions$395,078
Employee contributions$708,180
Employer contribution per active participant$2,652
Average account balance$125,102
Benefits paid to participants$1,656,191
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 150 accts · $395K emplr
2023$17.1M · 179 accts · $358K emplr
2022$14.7M · 181 accts · $162K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,983
Trustee / custodial$16,754
Total administrative$26,737
The Advocates for Basic Legal Equality Inc 401(k) match · 2024
Employer contribution per active participant$2,652
Median for plans this size$2,416
2024$2,652 per active participant
2023$2,694 per active participant
2022$1,189 per active participant

Advocates for Basic Legal Equality Inc's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRUST COMPANY OF TOLEDO · Trustee$31,914

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$26,737 · 0.15%
2023$31,914 · 0.20%
2022$63,353 · 0.38%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 237376131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.