How big is Advocates for Basic Legal Equality Inc.'s plan?

Advocates for Basic Legal Equality Inc.'s plan reported $18.8M in assets and 149 participants for 2024.

Original filing (PDF)20251003070407NAL0001143217001

Advocates for Basic Legal Equality Inc.

Name: Advocates for Basic Legal Equality Inc. — Form 5500 Plan 001 (2024)
Creator: Advocates for Basic Legal Equality Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Advocates for Basic Legal Equality, Inc. and Legal Aid of Western Ohio, Inc. Retirement Savings Plan

401(k) retirement plan · Advocates for Basic Legal Equality Inc.'s Advocates for Basic Legal Equality, Inc. and Legal Aid of Western Ohio, Inc. Retirement Savings Plan held $18.8M in plan assets for 149 participants in 2024.

Signals · 1

Late participant contributions

Active participants

149

Accounts w/ balance

150

Plan assets (EOY)

$18.8M

Net assets (EOY)

$18.8M

People on this filing

Denise Ford Saxon signed Advocates for Basic Legal Equality Inc.'s 2024 Form 5500 as plan administrator.

Denise Ford Saxon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Advocates for Basic Legal Equality Inc.'s EIN is 23-7376131.

EIN 23-7376131

Plan number 001

Plan year 2024

ACK ID 20251003070407NAL0001143217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advocates for Basic Legal Equality Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advocates for Basic Legal Equality Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

45 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) — 32K (3% of contributions).

Plan sponsor

Name

ADVOCATES FOR BASIC LEGAL EQUALITY INC

EIN

all filings

Address

525 JEFFERSON AVE · SUITE 300 · TOLEDO, OH · 43604

Phone

(419) 255-0814

Industry

Professional & Technical Services

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRUST COMPANY OF TOLEDO	—	HOLLAND, OH	NONE	$32K	—

Investments

45 direct securities· $18.7M(100% of reported assets)

Mutual Funds

$13.2M

17 holdings

Other securities

$4.7M

20 holdings

U.S. Treasuries

$477K

1 holding

Bonds / Notes

$212K

1 holding

Common Stocks

$151K

6 holdings

					% of plan
Vanguard Institutional Index	Mutual Funds	—	—	$4.2M	22.2%
Vanguard Total Bond Market Index-Inst'l	Mutual Funds	—	—	$2.1M	11.0%
Fidelity Contrafund	Mutual Funds	—	—	$1.5M	8.2%
Northern Trust Northern Institutional Treasury Portfolio	Other securities	—	—	$1.1M	6.1%
Vanguard Dividend Growth-Inv	Mutual Funds	—	—	$951K	5.1%
Vanguard Equity Income - Admiral Shares	Mutual Funds	—	—	$914K	4.9%
Vanguard Developed Markets Index - Adm	Mutual Funds	—	—	$853K	4.5%
Alger Cap Appreciation Institutional	Other securities	—	—	$578K	3.1%
Northern Trust Northern Ultra-Short Fixed Income Fund	Other securities	—	—	$521K	2.8%
Northern Trust Northern Short Bond - A	U.S. Treasuries	—	—	$477K	2.5%
Fidelity International Small Cap	Mutual Funds	—	—	$457K	2.4%
Vanguard Short-Term Federal - Admiral	Mutual Funds	—	—	$397K	2.1%
Northern Trust Northern Core Bond - A	Other securities	—	—	$393K	2.1%
T Rowe Price T Rowe Price QM Small Cap Growth	Mutual Funds	—	—	$356K	1.9%
Vanguard Emg Mkt Stock Index - Admiral	Mutual Funds	—	—	$347K	1.8%
Principal Mid Cap Value	Other securities	—	—	$303K	1.6%
Parnassus Mid Cap Fund	Other securities	—	—	$288K	1.5%
Trillium ESG Global Equity-Retail	Other securities	—	—	$276K	1.5%
Invesco International Growth	Mutual Funds	—	—	$269K	1.4%
T Rowe Price T Rowe Price Mid Cap Growth Fund	Mutual Funds	—	—	$268K	1.4%
Parnassus Fixed Income Fund	Other securities	—	—	$231K	1.2%
T Rowe Price T Rowe Price Intl New Asia	Mutual Funds	—	—	$226K	1.2%
Cohen Steer Instl Realty	Other securities	—	—	$212K	1.1%
Rates from 4.25% to 9.50%	Bonds / Notes	—	—	$212K	1.1%
Loomis Sayles Strategic Income	Other securities	—	—	$159K	0.8%
DFA Emerging Markets Social Core	Mutual Funds	—	—	$157K	0.8%
Vanguard FTSE Social Index - Adm	Mutual Funds	—	—	$157K	0.8%
Parnassus Core Equity Fund	Other securities	—	—	$157K	0.8%
Appleseed Fund	Other securities	—	—	$121K	0.6%
Federated Ultra Short Term Bond Fund I	Other securities	—	—	$95K	0.5%
Costco Whole Sale Corp	Common Stocks	—	—	$92K	0.5%
Amana Growth Investments	Other securities	—	—	$55K	0.3%
American Century American Century Ultra Investors Fund	Other securities	—	—	$47K	0.3%
Sound Shore Sound Shore Fund	Other securities	—	—	$37K	0.2%
Janus Research Fund	Mutual Funds	—	—	$37K	0.2%
Tesla Telsa, Inc	Common Stocks	—	—	$30K	0.2%
Amana Income Investments	Other securities	—	—	$24K	0.1%
Columbia Acorn Fund I2	Other securities	—	—	$17K	<0.1%
Vanguard Extended Market Index - Adm	Mutual Funds	—	—	$17K	<0.1%
UPS United Parcel Service-B	Other securities	—	—	$13K	<0.1%
Valero Energy Corp	Common Stocks	—	—	$12K	<0.1%
Archer Aviation Archer Aviation Inc.	Common Stocks	—	—	$10K	<0.1%
Polaris Global Value Fund	Other securities	—	—	$9K	<0.1%
Cisco Systems Inc	Common Stocks	—	—	$6K	<0.1%
Rivian Automotive Inc.	Common Stocks	—	—	$1K	<0.1%