Plan Ledger DOL Form 5500 · updated monthly

Legal Aid Society of Rochester, Inc.401(k)

THE LEGAL AID SOCIETY OF ROCHESTER, INC. RETIREMENT PLAN · ROCHESTER, NY · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Legal Aid Society of Rochester, Inc. reported $32,697 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,809 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 0.17% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,900th of 5,648), and 8,641st of 11,654 in professional & technical services. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 94 to 119 since 2022.

Plan summary
Net assets, end of year$8,131,577
Participants with balances132
Active participants119
Employer contributions$215,284
Employee contributions$578,485
Employer contribution per active participant$1,809
Average account balance$61,603
Benefits paid to participants$413,083
Plan auditUnmodified (clean) audit opinion
AuditorRDG & PARTNERS CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 132 accts · $215K emplr
2023$7.3M · 113 accts · $174K emplr
2022$5.7M · 102 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,920
Investment management$20,777
Total administrative$32,697
The Legal Aid Society of Rochester, Inc. 401(k) match · 2024
Employer contribution per active participant$1,809
Median for plans this size$1,313
2024$1,809 per active participant
2023$1,776 per active participant
2022$1,698 per active participant

Legal Aid Society of Rochester, Inc.'s 2024 employer contribution ran above the $1,313 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
CANANDAIGUA NATIONAL BANK AND TRUST · Investment advisory (plan)$18,277
EMPOWER ADVISORY GROUP, LLC · Investment management$2,500

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$32,697 · 0.42%
2023$23,361 · 0.36%
2022$10,102 · 0.17%
Same employer
Similar plansProfessional & Technical Services · New York
Tully Rinckey PLLC NY$8.3M · 0.72%
Cellino Law, LLP NY$8.2M · 0.54%
Starline USA Inc. NY$8.0M · 0.27%
Slice Solutions, Inc. NY$8.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160743070 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.