Plan Snapshot
- Plan Sponsor: Bay Area Legal Aid
- Sponsor EIN: 941631316
- Sponsor Address: 1735 TELEGRAPH AVE, OAKLAND, CA, 946122107
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 151 | $19.5M | $572,476 | $922,883 |
| 2023 | 144 | $16.9M | $531,564 | $791,696 |
| 2022 | 131 | $13.5M | $430,927 | $737,510 |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — 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 | $2,487 | — | — | — | — |
| 2023 | $1,394 | — | — | — | — |
| 2022 | $4,502 | — | $1,725 | — | — |