Plan Snapshot
- Plan Sponsor: Atlanta Legal Aid Society, INC.
- Sponsor EIN: 580568691
- Sponsor Address: 54 ELLIS STREET, NE, ATLANTA, GA, 30303
- Plan Type: 403(b)
- Total Participants: 122
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $19.5M | $208,638 | $513,528 |
| 2023 | 115 | $17.3M | $212,539 | $592,323 |
| 2022 | 128 | $14.8M | $208,336 | $587,825 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MAULDIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAULDIN & JENKINS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,039 | — | $1,039 | — | — |
| 2023 | $278 | — | $278 | — | — |
| 2022 | $200 | — | $200 | — | — |