# Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-the-legal-aid-society-staff-attorneys-pen-plan-135562265-004

> Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan's DC plan: 1,220 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan

- **Sponsor EIN:** 135562265

- **Sponsor Address:** 1400 OLD COUNTRY RD., WESTBURY, NY, 11590

- **Plan Type:** DC

- **Plan Number:** 004

- **Total Participants:** 1,220

- **Total Assets:** $284.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,220|$284.5M|$7.6M|$0|

| 2023|1,084|$264.9M|$6.8M|$0|

| 2022|1,086|$237.7M|$6.2M|$0|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$215,952|—|$215,952|

| PROSKAUER ROSE, LLP|ERISA Attorney|$41,595|—|$41,595|

| MARSHALL & MOSS ADMIN. SERVICES INC|Other Service Provider|$30,900|—|$30,900|

| SCHULTHEIS & PANETTIERI, LLP|Auditor|$29,000|—|$29,000|

| CAPFINANCIAL PARTNERS LLC|Other Service Provider|$24,360|—|$24,360|

| SEGAL SELECT INSURANCE SERVICES INC|Other Service Provider|—|$6,857|$6,857|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $348,664

- **Estimated Expense Ratio:** 0.123% of plan assets

### 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|$380,320|$24,360|$30,900|$29,000|—|

| 2023|$406,174|$24,750|$30,900|$28,000|—|

| 2022|$411,632|$44,500|$30,900|—|$88,140|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-the-legal-aid-society-staff-attorneys-pen-plan-135562265-004)

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