Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees the Legal Aid Society Staff Attorneys Pen. PlanMoney purchase plan

THE LEGAL AID SOCIETY STAFF ATTORNEYS PENSION PLAN · WESTBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan reported $380,320 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,222 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 0.18% to 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 355th-largest of 5,648 plans among New York employers on file, and the 594th of 11,654 in professional & technical services. active participation has grown from 1,086 to 1,220 since 2022.

Plan summary
Net assets, end of year$284,428,239
Participants with balances2,069
Active participants1,220
Employer contributions$7,591,298
Employee contributions—
Employer contribution per active participant$6,222
Average account balance$137,471
Benefits paid to participants$20,794,297
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$284.4M · 2,069 accts · $7.6M emplr
2023$264.8M · 1,909 accts · $6.8M emplr
2022$237.6M · 1,866 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$160,746
Investment management$24,360
Audit (IQPA)$29,000
Total administrative$380,320
Employer contributions to the Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan plan · 2024
Employer contribution per active participant$6,222
Median for plans this size$4,294
2024$6,222 per active participant
2023$6,235 per active participant
2022$5,706 per active participant

Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan's 2024 employer contribution ran above the $4,294 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 · 20246
THE VANGUARD GROUP, INC. · Recordkeeping · Investment advisory (participants)$215,952
PROSKAUER ROSE, LLP · Legal$41,595
MARSHALL & MOSS ADMIN. SERVICES INC · Contract administrator$30,900
SCHULTHEIS & PANETTIERI, LLP · Accounting / audit$29,000
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$24,360
SEGAL SELECT INSURANCE SERVICES INC · Insurance brokerindirect comp

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$380,320 · 0.14%
2023$406,174 · 0.16%
2022$411,632 · 0.18%
All plans at this employer2
THE LEGAL AID SOCIETY STAFF ATTORNEYS PENSION PLANMoney purchase plan
THE LEGAL AID SOCIETY RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansProfessional & Technical Services · New York
Asahi Kasei America, Inc. NY$293.6M · 0.09%
Hughes Hubbard & Reed LLP NY$289.1M · 0.04%
The Cannon Corporation NY$273.6M · 0.08%
Pkf O'Connor Davies, LLP NY$272.6M · 0.16%
Cha Consulting Inc. NY$268.3M · 0.13%
Etsy, Inc. NY$264.2M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135562265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.