Plan Snapshot
- Plan Sponsor: The American Law Institute
- Sponsor EIN: 231352013
- Sponsor Address: 4025 CHESTNUT STREET, PHILADELPHIA, PA, 191043099
- Plan Type: 403(b)
- Total Participants: 55
- Total Assets: $40.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 55 | $40.9M | $352,116 | $533,384 |
| 2023 | 61 | $39.0M | $359,546 | $548,628 |
| 2022 | 66 | $36.4M | $382,977 | $584,754 |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — 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 | $135,728 | $135,728 | — | — | — |
| 2023 | $119,235 | $119,235 | — | — | — |
| 2022 | $125,316 | $125,316 | — | — | — |