Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan retirement plan: assets, participants and fees
What Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan: employer contribution per participant | $6,029 | |
| Peer median | $2,600 |
| Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan: average balance | $72,920 | |
| Peer median | $84,124 |
| Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $36.8M at the end of plan year 2021 to $53.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 838 | $53.2M | $4.4M | $6,029 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 758 | $47.2M | $4.2M | $6,016 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 711 | $41.1M | $3.4M | $5,038 | 0.39% | Not published | Form 5500 ↗ |
| 2021 | 701 | $36.8M | $3.3M | $4,989 | 0.42% | Not published | Form 5500 ↗ |
Other Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Legal Aid Society Staff Attorneys Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Schultheis & Panettieri, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The Legal Aid Society Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Rsm US LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan match 401(k) contributions?
The match terms for the The Legal Aid Society Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.4M in employer contributions, about $6,029 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 401(k) match vested?
The vesting schedule for the The Legal Aid Society Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Legal Aid Society.
I left Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Legal Aid Society, (212) 577-3372) or the recordkeeper, Principal Life Insurance Company. The Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan old 401(k) page lists the contacts from every plan filing. Find an old Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan 401(k)
Data from the public Form 5500 annual reports Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Board of Trustees the Legal Aid Society Staff Attorneys Pen. Plan. Not financial advice. Report a correction · Methodology