Legal Aid Society of Rochester 401(k) match, vesting and fees
What Legal Aid Society of Rochester's 401(k) 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 | Empower Life & Annuity Insurance Co | Schedule C ↗ |
| Independent auditor | Rdg & Partners Cpas, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Legal Aid Society of Rochester: employer contribution per participant | $1,631 | |
| Peer median | $2,521 |
| Legal Aid Society of Rochester: average balance | $61,603 | |
| Peer median | $75,833 |
| Legal Aid Society of Rochester: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.27% |
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 $6.5M at the end of plan year 2021 to $8.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 158 | $8.1M | $215K | $1,631 | 0.42% | Not published | Form 5500 ↗ |
| 2023 | 132 | $7.3M | $174K | $1,540 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 121 | $5.7M | $160K | $1,564 | 0.17% | Not published | Form 5500 ↗ |
| 2021 | 123 | $6.5M | $146K | $1,457 | 0.47% | Not published | 5500-SF ↗ |
Common questions
Does Legal Aid Society of Rochester match 401(k) contributions?
The match terms for the The Legal Aid Society of Rochester, Inc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $215K in employer contributions, about $1,631 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legal Aid Society of Rochester 401(k) match vested?
The vesting schedule for the The Legal Aid Society of Rochester, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legal Aid Society of Rochester 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Life & Annuity Insurance Co. The plan administrator is Legal Aid Society of Rochester, Inc..
I left Legal Aid Society of Rochester. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legal Aid Society of Rochester, Inc., (585) 295-5765) or the recordkeeper, Empower Life & Annuity Insurance Co. The Legal Aid Society of Rochester old 401(k) page lists the contacts from every plan filing. Find an old Legal Aid Society of Rochester 401(k)
Data from the public Form 5500 annual reports Legal Aid Society of Rochester 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 Legal Aid Society of Rochester. Not financial advice. Report a correction · Methodology