Original filing (PDF)20251013122318NAL0000588051001

LEGAL ASSISTANCE OF WESTERN

Name: LEGAL ASSISTANCE OF WESTERN — LEGAL ASSISTANCE OF WESTERN NEW YORK, INC., Form 5500 (2024)
Creator: LEGAL ASSISTANCE OF WESTERN

Form 5500

FILING_RECEIVED

LEGAL ASSISTANCE OF WESTERN NEW YORK, INC.

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

175

Accounts w/ balance

107

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

How this plan invests

This plan

1 pooled trust

Schedule D

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 245K (62% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGAL ASSISTANCE OF WESTERN.

Plan sponsor

Name

LEGAL ASSISTANCE OF WESTERN

EIN

16-0955954

Address

16 E MAIN ST, SUITE 380 · ROCHESTER, NY · 14614

Phone

(585) 325-2520

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$1K	—

Investments

41 direct securities · 1 pooled fund· $21.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$12.0M

40 holdings

Pooled Separate Account

$9.1M

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 003	Pooled Separate Account	—	—	$9.1M	75.9%
Mutual of America Interest Accumulation Account General account fund	Other securities	—	—	$2.9M	24.1%
Mutual of America Equity Index Fund Separate Account	Other securities	—	—	$2.1M	17.3%
Fidelity Investments VIP Contrafund Portfolio Separate Account	Other securities	—	—	$908K	7.6%
Mutual of America Small-Cap Growth Fund Separate Account	Other securities	—	—	$647K	5.4%
Mutual of America 2025 Retirement Fund Separate Account	Other securities	—	—	$636K	5.3%
Vanguard VIF International Portfolio Separate Account	Other securities	—	—	$549K	4.6%
Mutual of America 2045 Retirement Fund Separate Account	Other securities	—	—	$507K	4.2%
Mutual of America 2050 Retirement Fund Separate Account	Other securities	—	—	$447K	3.7%
T. Rowe Price Blue Chip Growth Portfolio Separate Account	Other securities	—	—	$392K	3.3%
Mutual of America 2020 Retirement Fund Separate Account	Other securities	—	—	$367K	3.1%
Fidelity Investments VIP Equity-Income Portfolio Separate Account	Other securities	—	—	$356K	3.0%
Vanguard VIF Diversified Value Separate Account	Other securities	—	—	$298K	2.5%
DWS Capital Growth VIP Separate Account	Other securities	—	—	$248K	2.1%
Fidelity Investments VIP Asset Manager Portfolio Separate Account	Other securities	—	—	$234K	2.0%
Mutual of America Composite Fund Separate Account	Other securities	—	—	$214K	1.8%
Calvert VP SRI Balanced Portfolio Separate Account	Other securities	—	—	$201K	1.7%
Mutual of America Bond Fund Separate Account	Other securities	—	—	$159K	1.3%
Mutual of America Small Cap Equity Index Separate Account	Other securities	—	—	$142K	1.2%
Mutual of America Aggressive Allocation Fund Separate Account	Other securities	—	—	$101K	0.8%
Mutual of America 2040 Retirement Fund Separate Account	Other securities	—	—	$92K	0.8%
Mutual of America All America Fund Separate Account	Other securities	—	—	$74K	0.6%
Mutual of America Moderate Allocation Fund Separate Account	Other securities	—	—	$56K	0.5%
American Century VP Capital Appreciation Fund Separate Account	Other securities	—	—	$49K	0.4%
Mutual of America Mid-Cap Equity Index Fund Separate Account	Other securities	—	—	$47K	0.4%
Mutual of America 2035 Retirement Fund Separate Account	Other securities	—	—	$38K	0.3%
Neuberger Berman AMT Sustainable Equity Separate Account	Other securities	—	—	$33K	0.3%
PIMCO VIT Real Return Portfolio Separate Account	Other securities	—	—	$32K	0.3%
Mutual of America 2055 Retirement Fund Separate Account	Other securities	—	—	$26K	0.2%
Mutual of America 2060 Retirement Fund Separate Account	Other securities	—	—	$25K	0.2%
Fidelity Investments VIP Mid-Cap Portfolio Separate Account	Other securities	—	—	$22K	0.2%
Invesco V.I. Main Street Separate Account	Other securities	—	—	$20K	0.2%
Vanguard VIF Real Estate Index Portfolio Separate Account	Other securities	—	—	$20K	0.2%
Goldman Sachs VIT US Equity Insights Separate Account	Other securities	—	—	$17K	0.1%
Vanguard Total Bond Market I Portfolio Separate Account	Other securities	—	—	$11K	<0.1%
Mutual of America 2065 Retirement Fund Separate Account	Other securities	—	—	$10K	<0.1%
Mutual of America International Fund Separate Account	Other securities	—	—	$8K	<0.1%
Mutual of America Mid-Cap Value Fund Separate Account	Other securities	—	—	$7K	<0.1%
Mutual of America Conservative Allocation Fund Separate Account	Other securities	—	—	$5K	<0.1%
Mutual of America Small-Cap Value Fund Separate Account	Other securities	—	—	$4K	<0.1%
American Funds IS New World Fund Separate Account	Other securities	—	—	$3K	<0.1%
Mutual of America Money Market Fund Separate Account	Cash / Money Market	—	—	$1K	<0.1%