Plan Snapshot
- Plan Sponsor: Legal Aid Services - D.C. Pension Plan
- Sponsor EIN: 731022203
- Sponsor Address: 3800 N. CLASSEN BLVD. STE. 230, OKLAHOMA CITY, OK, 731182855
- Plan Type: DC
- Total Participants: 276
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 276 | $6.8M | $596,736 | $0 |
| 2023 | 272 | $5.8M | $553,366 | $0 |
| 2022 | 252 | $4.9M | $440,183 | $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 |
|---|---|---|---|---|
| ARLEDGE & ASSOCIATES, P.C. | Auditor | — | — | $0 |
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 | $1,832 | — | — | — | — |
| 2023 | $232 | — | — | — | — |
| 2022 | $900 | — | — | — | — |