Plan Snapshot
- Plan Sponsor: The Legal Aid Society Of Northeastern New York, INC.
- Sponsor EIN: 141338448
- Sponsor Address: 95 CENTRAL AVE, ALBANY, NY, 12206
- Plan Type: 403(b)
- Total Participants: 131
- Total Assets: $9.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $9.1M | $379,410 | $519,820 |
| 2023 | 177 | $7.9M | $197,210 | $346,157 |
| 2022 | 125 | $7.3M | $236,645 | $387,066 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | 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 | $5,001 | $5,001 | — | — | — |
| 2023 | $4,425 | — | $4,425 | — | — |
| 2022 | — | — | — | — | — |