Original filing (PDF)20250716131951NAL0002439331001

VOLUNTEER LEGAL SERVICES PROJE

Name: VOLUNTEER LEGAL SERVICES PROJE — 403(B) THRIFT PLAN FOR EMPLOYEES OF VOLUNTEER LEGAL SERVICES PROJECT OF MONROE COUNTY, INC., Form 5500 (2024)
Creator: VOLUNTEER LEGAL SERVICES PROJE

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF VOLUNTEER LEGAL SERVICES PROJECT OF MONROE COUNTY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VOLUNTEER LEGAL SERVICES PROJE.

Plan sponsor

Name

VOLUNTEER LEGAL SERVICES PROJE

EIN

22-2462905

Address

1 W MAIN ST FL 5 · ROCHESTER, NY · 146141418

Phone

(585) 232-3051

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

NORTHWEST INTERTRIBAL COURT SYSTEM

NORTHWEST INTERTRIBAL COURT SYSTEM MONEY PURCHASE PLAN

$1.2M · 6 participants

RAYMOND SHAM, PC

RAYMOND SHAM, PC 401(K) PROFIT SHARING PLAN

$1.2M · 2 participants

PROGRESS PUBLIC AFFAIRS

PROGRESS PUBLIC AFFAIRS 401(K) PLAN

$1.2M · 5 participants

PRECISE, INC.

PRECISE, INC. 401(K) PLAN

$1.2M · 6 participants

BERRIGAN LITCHFIELD, LLC

BERRIGAN LITCHFIELD, LLC 401(K) PROFIT SHARING PLAN & TRUST