Plan Ledger DOL Form 5500 · updated monthly

Legal Services Nyc403(b)

THE LEGAL SERVICES NYC TAX DEFERRED ANNUITY PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Legal Services Nyc reported $105,284 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,620 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 0.094% to 0.087%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 646th-largest of 5,648 plans among New York employers on file, and the 1,192nd of 11,654 in professional & technical services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has grown from 651 to 721 since 2022.

Plan summary
Net assets, end of year$130,522,722
Participants with balances1,075
Active participants721
Employer contributions$4,051,866
Employee contributions$5,516,775
Employer contribution per active participant$5,620
Average account balance$121,416
Benefits paid to participants$6,994,545
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$130.5M · 1,075 accts · $4.1M emplr
2023$112.1M · 1,015 accts · $3.9M emplr
2022$91.5M · 946 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,009
Total administrative$105,284
Employer contributions to the Legal Services Nyc plan · 2024
Employer contribution per active participant$5,620
Median for plans this size$3,635
2024$5,620 per active participant
2023$5,691 per active participant
2022$5,808 per active participant

Legal Services Nyc's 2024 employer contribution ran above the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$40
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage$275

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

Recordkeeper by year2
2024Transamerica
2023Empower, NATIONAL FINANCIAL SERVICES, LLC

This plan has changed recordkeepers within these filings. If you left Legal Services Nyc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$105,284 · 0.09%
2023$104,708 · 0.10%
2022$91,083 · 0.09%
Same employer
Similar plansProfessional & Technical Services · New York
Flatiron Health, Inc. NY$138.1M · 0.03%
Clyde & Co US LLP NY$136.3M · 0.10%
Criteo Corporation NY$133.4M · 0.15%
Morrison Cohen LLP NY$126.8M · 0.07%
Cardworks, Inc NY$123.7M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132600199 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.