# Legal Services Of The Hudson Valley DC Plan
Source: https://planprovider.pro/companies/legal-services-of-the-hudson-valley-plan-001

> Legal Services Of The Hudson Valley's DC plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Legal Services Of The Hudson Valley

- **Sponsor EIN:** 136265606

- **Sponsor Address:** 90 MAPLE AVENUE, WHITE PLAINS, NY, 10601

- **Plan Type:** DC

- **Total Participants:** 68

- **Total Assets:** $4.9M

## 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|68|$4.9M|$0|$0|

| 2023|68|$4.1M|$0|$0|

| 2022|69|$3.6M|$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|

| RBT CPAS LLP|Auditor|$17,000|—|$17,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,000

- **Estimated Expense Ratio:** 0.349% 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|$19,531|—|$2,531|$17,000|—|

| 2023|$351|—|—|—|—|

| 2022|$8,631|—|—|—|—|

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