Plan Snapshot
- Plan Sponsor: The Legal Aid Society Of Cleveland
- Sponsor EIN: 340866026
- Sponsor Address: 1223 WEST SIXTH STREET, CLEVELAND, OH, 44113
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $25.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 149 | $25.7M | $1.3M | $994,647 |
| 2023 | 147 | $23.2M | $1.1M | $891,001 |
| 2022 | 149 | $19.7M | $971,043 | $782,913 |
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 |
|---|---|---|---|---|
| BARNES WENDLING CPAS, INC. | Auditor | — | — | $0 |
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 | $58,622 | — | $58,622 | — | — |
| 2023 | $48,805 | — | $48,805 | — | — |
| 2022 | $44,249 | — | $44,249 | — | — |