Legal Assistance of Western 401(k) match, vesting and fees
What Legal Assistance of Western'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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Legal Assistance of Western: employer contribution per participant | $0 | |
| Peer median | $1,468 |
| Legal Assistance of Western: average balance | $111,755 | |
| Peer median | $37,786 |
| Legal Assistance of Western: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.39% |
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 $11.5M at the end of plan year 2021 to $12M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 221 | $12M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 208 | $11M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 205 | $10M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 95 | $11.5M | $0 | $0 | 0.01% | Not published | Form 5500 ↗ |
Other Legal Assistance of Western plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401(a) Profit-Sharing Plan for Employees of Legal Assistance of Western New York, Inc.
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 | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Legal Assistance of Western match 401(k) contributions?
The match terms for the Legal Assistance of Western New York, Inc. have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Legal Assistance of Western 401(k) match vested?
The vesting schedule for the Legal Assistance of Western New York, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Legal Assistance of Western 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Legal Assistance of Western.
I left Legal Assistance of Western. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Legal Assistance of Western, (585) 325-2520) or the recordkeeper, Mutual of America Investment Corp. The Legal Assistance of Western old 401(k) page lists the contacts from every plan filing. Find an old Legal Assistance of Western 401(k)
Data from the public Form 5500 annual reports Legal Assistance of Western 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 Assistance of Western. Not financial advice. Report a correction · Methodology