# Pine Tree Legal Assistance, INC. 403(b) Plan
Source: https://planprovider.pro/companies/pine-tree-legal-assistance-inc-403b-plan

> Pine Tree Legal Assistance, INC.'s 403(b) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pine Tree Legal Assistance, INC.

- **Sponsor EIN:** 010279387

- **Sponsor Address:** 88 FEDERAL STREET PO BOX 547, PORTLAND, ME, 041120547

- **Plan Type:** 403(b)

- **Total Participants:** 93

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|93|$9.3M|$252,757|$336,815|

| 2023|87|$8.5M|$207,546|$355,682|

| 2022|73|$7.0M|$191,810|$312,630|

## 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|

| ONE RIVER CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONE RIVER CPAS](https://planprovider.pro/provider/one-river-cpas) — 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|—|—|—|—|—|

| 2023|$371|—|$371|—|—|

| 2022|$459|—|$459|—|—|

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