Plan Snapshot
- Plan Sponsor: Legal Aid Society Of Suffolk C
- Sponsor EIN: 111844160
- Sponsor Address: 320 CARLETON AVE STE 2500, CENTRAL ISLIP, NY, 117224500
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $57.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 201 | $57.7M | $1.7M | $859,795 |
| 2023 | 159 | $51.5M | $1.4M | $811,321 |
| 2022 | 164 | $45.8M | $1.4M | $798,093 |
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 |
|---|---|---|---|---|
| GRASSI & CO. CPA'S PC | 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 | $4,261 | — | — | — | — |
| 2023 | $2,314 | — | — | — | — |
| 2022 | $4,021 | — | — | — | — |