Plan Ledger DOL Form 5500 · updated monthly

Legal Aid Foundation of Los Angeles403(b)

LEGAL AID FOUNDATION OF LOS ANGELES TAX DEFERRED ANNUITY PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Legal Aid Foundation of Los Angeles reported $93,361 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $3,527 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 0.35% to 0.37%. 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 2,911th-largest of 9,483 plans among California employers on file, and the 4,509th of 11,654 in professional & technical services. In 2024, employees put in $1.46 for every $1.00 the employer contributed; active participation has grown from 212 to 247 since 2022.

Plan summary
Net assets, end of year$26,879,799
Participants with balances424
Active participants247
Employer contributions$871,172
Employee contributions$1,271,397
Employer contribution per active participant$3,527
Average account balance$63,396
Benefits paid to participants$1,408,696
Plan auditUnmodified (clean) audit opinion
AuditorHARRINGTON GROUP CPA'S LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 424 accts · $871K emplr
2023$23.5M · 372 accts · $778K emplr
2022$21.3M · 329 accts · $723K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$93,361
Total administrative$93,361
Employer contributions to the Legal Aid Foundation of Los Angeles plan · 2024
Employer contribution per active participant$3,527
Median for plans this size$2,416
2024$3,527 per active participant
2023$3,619 per active participant
2022$3,412 per active participant

Legal Aid Foundation of Los Angeles'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 · 20243
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$47,784
ACTUARIAL BENEFITS CORP · Contract administrator · Plan administrator$5,400

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$93,361 · 0.37%
2023$80,673 · 0.36%
2022$77,688 · 0.35%
Same employer
Similar plansProfessional & Technical Services · California
Xoriant Corporation CA$27.1M · 0.04%
NEO4J, Inc. CA$27.1M · 0.00%
Rrm Design Group CA$27.0M · 0.38%
Rios, Inc. CA$26.9M · 0.41%
Retool, Inc. CA$26.9M · 0.27%
Macro-Pro, Inc. CA$26.8M · 0.18%
Kbkg, Inc. CA$26.8M · 0.34%
Delta Computer Consulting CA$26.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951684067 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.