Plan Snapshot
- Plan Sponsor: New York Legal Assistance Group
- Sponsor EIN: 133505428
- Sponsor Address: 100 PEARL STREET, NEW YORK, NY, 10004
- Plan Type: DC
- Total Participants: 375
- Total Assets: $34.7M
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 | 375 | $34.7M | $1.1M | $2.0M |
| 2023 | 336 | $27.7M | $1.2M | $1.9M |
| 2022 | 348 | $21.2M | $969,866 | $1.8M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $11,099 | $6,199 | $4,550 | — | — |
| 2023 | $10,586 | — | $10,586 | — | — |
| 2022 | $9,399 | — | — | — | $9,399 |