Plan Ledger DOL Form 5500 · updated monthly

Community Legal Services IncDC plan

COMMUNITY LEGAL SERVICES RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Community Legal Services Inc reported $24,630 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,354 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 rose from 0.00% to 0.08%. 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 1,128th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,975th of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,856,485
Participants with balances287
Active participants230
Employer contributions$541,365
Employee contributions$1,231,056
Employer contribution per active participant$2,354
Average account balance$110,998
Benefits paid to participants$958,915
Plan auditDisclaimer of opinion
AuditorBRINKER SIMPSON & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 287 accts · $541K emplr
2023$27.5M · 260 accts · $473K emplr
2022$24.1M · 231 accts · $409K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,334
Audit (IQPA)$296
Total administrative$24,630
Employer contributions to the Community Legal Services Inc plan · 2024
Employer contribution per active participant$2,354
Median for plans this size$2,416
2024$2,354 per active participant
2023$2,190 per active participant
2022$1,866 per active participant

Community Legal Services Inc's 2024 employer contribution ran below 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 · 20242
GLOBAL RETIREMENT PARTNERS, LLC$21,418
TIAA$2,342

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$24,630 · 0.08%
2023$349 · 0.00%
2022$132 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Playfly, LLC PA$32.4M · 0.25%
Kline & Specter, P.C. PA$32.3M · 0.16%
Stambaugh Ness, Inc. PA$32.2M · 0.34%
Y-Prime LLC PA$32.2M · 0.31%
Kiavi, Inc. PA$31.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231671562 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.