Plan Ledger DOL Form 5500 · updated monthly

Legal Assistance of Western New York, Inc.401(k)

TAX DEFERRED ANNUITY PLAN FOR LEGAL ASSISTANCE OF WESTERN NEW YORK, INC. · GENEVA, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Legal Assistance of Western New York, Inc. reported $1,121 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.007% to 0.010%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,331st of 5,648), and the 5,163rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$11,957,811
Participants with balances107
Active participants175
Employer contributions$0
Employee contributions$390,767
Employer contribution per active participant$0
Average account balance$111,755
Benefits paid to participants$834,568
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 107 accts
2023$11.0M · 102 accts
2022$10.0M · 102 accts
The Legal Assistance of Western New York, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Legal Assistance of Western New York, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,493

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,121 · 0.01%
2023$669 · 0.01%
2022$774 · 0.01%
All plans at this employer2
401(A) PROFIT-SHARING PLAN FOR EMPLOYEES OF LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.401(k)
TAX DEFERRED ANNUITY PLAN FOR LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.401(k)
Same employer
Similar plansHealth Care & Social Assistance · New York
Nadap, Inc. NY$12.2M · 0.35%
Zima International, Inc. NY$12.0M · 0.07%
Depaul Group, Inc. NY$11.9M · 0.12%
God's Love We Deliver NY$11.9M · 0.45%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 160955954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.