Plan Snapshot
- Plan Sponsor: The Legal Aid Bureau Of Buffalo, INC.
- Sponsor EIN: 160743069
- Sponsor Address: 290 MAIN STREET, BUFFALO, NY, 142024016
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $15.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 155 | $15.2M | $860,548 | $978,353 |
| 2023 | 143 | $12.5M | $491,847 | $636,047 |
| 2022 | 125 | $10.5M | $468,435 | $630,487 |
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 |
|---|---|---|---|---|
| EFPR GROUP CPAS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP CPAS LLP — 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 | $25,438 | $8,240 | $17,198 | — | — |
| 2023 | $23,075 | $8,240 | $14,835 | — | — |
| 2022 | $23,038 | $8,240 | $14,798 | — | — |