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
- 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. |
|---|---|---|---|---|
| 2025 | 1,220 | $284.5M | $0 | $0 |
| 2024 | 1,084 | $264.9M | $0 | $0 |
| 2023 | 1,086 | $237.7M | $0 | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $29,000 | — | $29,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,000
- Estimated Expense Ratio: 0.010% 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 |
|---|---|---|---|---|---|
| 2025 | $380,320 | $24,360 | $30,900 | $29,000 | — |
| 2024 | $406,174 | $24,750 | $30,900 | $28,000 | — |
| 2023 | $411,632 | $44,500 | $30,900 | — | $88,140 |