Plan Snapshot
- Plan Sponsor: Lambda Legal Defense & Education Fund INC.
- Sponsor EIN: 237395681
- Sponsor Address: 120 WALL STREET, 19TH FLOOR, NEW YORK, NY, 10005
- Plan Type: DC
- Total Participants: 96
- Total Assets: $12.9M
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 | 96 | $12.9M | $567,019 | $796,427 |
| 2023 | 96 | $10.7M | $504,378 | $681,035 |
| 2022 | 84 | $8.5M | $505,112 | $669,504 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | ADVISORY/ CONSULTING | $33,057 | — | $33,057 |
| CPI QUALIFIED PLAN CONSULTANTS, INC | RECORD KEEPER | $14,835 | — | $14,835 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — ADVISORY/ CONSULTING
- CPI QUALIFIED PLAN CONSULTANTS, INC — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,892
- Estimated Expense Ratio: 0.371% 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 | $50,542 | $33,057 | $17,485 | — | — |
| 2023 | $41,126 | $28,265 | $12,861 | — | — |
| 2022 | $33,203 | $20,784 | $12,419 | — | — |