The Legal Aid Society Staff Attorneys Pension Plan
Sponsored by Board Of Trustees The Legal Aid Society Staff Attorneys Pen. Plan · EIN 135562265 · Plan #004
- Total assets
- $284M
- Net assets
- $284M
- Active participants
- 1,220
- With balances
- 2,069
Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Investment advisory (participants), Participant loan processing | $215,952 |
| Proskauer Rose, Llp | Legal, Direct payment from the plan | $41,595 |
| Marshall & Moss Admin. Services Inc | Contract administrator, Direct payment from the plan | $30,900 |
| Schultheis & Panettieri, Llp | Accounting, Direct payment from the plan | $29,000 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $24,360 |
| Segal Select Insurance Services Inc | Insurance agents and brokers, Insurance brokerage commissions | $0 |