Pine Tree Legal Assistance, Inc.403(b)
PINE TREE LEGAL ASSISTANCE TAX SHELTERED ANNUITY PLAN · PORTLAND, ME · plan year 2024
Pine Tree Legal Assistance, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,292,567 across 149 participant accounts, with employer contributions averaging $2,718 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio fell from 0.01% to 0.00%. 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 Maine (229th of 354), and 8,221st of 11,654 in professional & technical services. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 73 to 93 since 2022.
Pine Tree Legal Assistance, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 010279387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.