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Department of Labor filing

COMMUNITY LEGAL AID SOCAL

COMMUNITY LEGAL AID SOCAL 401(K) PROFIT SHARING PLAN · For the plan year ended Jan 31, 2025

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Public filing 2024 · received Nov 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

39filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$2,656

Reported employer contributions per active participant.

Higher than about 41% of comparable plans
#People in the filing
147

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$245 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 33% of comparable plans
↗Investment performance
Not available

Plan assets changed 7.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202439out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions41st percentileTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense33rd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jan 31, 2025, COMMUNITY LEGAL AID SOCAL reported $390,503 in employer contributions across the plan and 147 active participants. That works out to $2,656 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy54%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 21.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 75.9%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context39/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$390,503
Participant contributions
$725,723
Other contributions
$0
Employer share of reported contributions
35.0%
Beginning assets
$15,904,073
Ending assets
$17,095,967
Ending net assets
$17,095,967
Ending liabilities
$0
Total income
$1,529,548
Total expenses
$337,654
Administrative expenses
$56,197
Participant loans
$205,526

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,381
2023
$3,695
2024
$2,656
Plan-paid administrative expenses per participant
2022
$140
2023
$96
2024
$245
Active participants
2022
98
2023
116
2024
147
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,65614717.1M20251113122609NAL0001311217001
2023$3,69511615.9M20241113153133NAL0010098115001
2022$3,3819813.5M20231031163620NAL0013101185001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.2%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
951994337-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Feb 1, 1986
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E3D2G2J2F2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
AVE MARIA MUTUAL FUNDS2024Not reportedunknown
BLACKROCK ADVISORS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DODGE AND COX2024Not reportedunknown
DWS2024Not reportedunknown
FIDELITY INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
HARBOR2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
NEUBERGER BERMAN2024Not reportedunknown
PIMCO2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT INC.2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251113122609NAL0001311217001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗