# Lambda Legal Defense & Education Fund INC. DC Plan
Source: https://planprovider.pro/companies/lambda-legal-defense-education-fund-inc-plan

> Lambda Legal Defense & Education Fund INC.'s DC plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISORY/ CONSULTING

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — 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|—|—|

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