Back to filter
Original filing (PDF)20251003070407NAL0001143217001
ADVOCATES FOR BASIC LEGAL EQUALITY INC
Form 5500
FILING_RECEIVED
ADVOCATES FOR BASIC LEGAL EQUALITY, INC. AND LEGAL AID OF WESTERN OHIO, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
150
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
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 (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVOCATES FOR BASIC LEGAL EQUALITY INC.
Plan sponsor
Name
ADVOCATES FOR BASIC LEGAL EQUALITY INC
EIN
23-7376131
Address
525 JEFFERSON AVE · SUITE 300 · TOLEDO, OH · 43604
Phone
(419) 255-0814
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
2025-10-03
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
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | — | $4.2M | 22.2% | |
| Vanguard Total Bond Market Index-Inst'l | — | — | — | $2.1M | 11.0% | |
| Fidelity Contrafund | — | — | — | $1.5M | 8.2% | |
| Northern Trust Northern Institutional Treasury Portfolio | — | — | — | $1.1M | 6.1% | |
| Vanguard Dividend Growth-Inv | — | — | — | $951K | 5.1% | |
| Vanguard Equity Income - Admiral Shares | — | — | — | $914K | 4.9% | |
| Vanguard Developed Markets Index - Adm | — | — | — | $853K | 4.5% | |
| Alger Cap Appreciation Institutional | — | — | — | $578K | 3.1% | |
| Northern Trust Northern Ultra-Short Fixed Income Fund | — | — | — | $521K | 2.8% | |
| Northern Trust Northern Short Bond - A | — | — | — | $477K | 2.5% | |
| Fidelity International Small Cap | — | — | — | $457K | 2.4% | |
| Vanguard Short-Term Federal - Admiral | — | — | — | $397K | 2.1% | |
| Northern Trust Northern Core Bond - A | — | — | — | $393K | 2.1% | |
| T Rowe Price T Rowe Price QM Small Cap Growth | — | — | — | $356K | 1.9% | |
| Vanguard Emg Mkt Stock Index - Admiral | — | — | — | $347K | 1.8% | |
| Principal Mid Cap Value | — | — | — | $303K | 1.6% | |
| Parnassus Mid Cap Fund | — | — | — | $288K | 1.5% | |
| Trillium ESG Global Equity-Retail | — | — | — | $276K | 1.5% | |
| Invesco International Growth | — | — | — | $269K | 1.4% | |
| T Rowe Price T Rowe Price Mid Cap Growth Fund | — | — | — | $268K | 1.4% | |
| Parnassus Fixed Income Fund | — | — | — | $231K | 1.2% | |
| T Rowe Price T Rowe Price Intl New Asia | — | — | — | $226K | 1.2% | |
| Cohen Steer Instl Realty | — | — | — | $212K | 1.1% | |
| Rates from 4.25% to 9.50% | — | — | — | $212K | 1.1% | |
| Loomis Sayles Strategic Income | — | — | — | $159K | 0.8% | |
| DFA Emerging Markets Social Core | — | — | — | $157K | 0.8% | |
| Vanguard FTSE Social Index - Adm | — | — | — | $157K | 0.8% | |
| Parnassus Core Equity Fund | — | — | — | $157K | 0.8% | |
| Appleseed Fund | — | — | — | $121K | 0.6% | |
| Federated Ultra Short Term Bond Fund I | — | — | — | $95K | 0.5% | |
| Costco Whole Sale Corp | — | — | — | $92K | 0.5% | |
| Amana Growth Investments | — | — | — | $55K | 0.3% | |
| American Century American Century Ultra Investors Fund | — | — | — | $47K | 0.3% | |
| Sound Shore Sound Shore Fund | — | — | — | $37K | 0.2% | |
| Janus Research Fund | — | — | — | $37K | 0.2% | |
| Tesla Telsa, Inc | — | — | — | $30K | 0.2% | |
| Amana Income Investments | — | — | — | $24K | 0.1% | |
| Columbia Acorn Fund I2 | — | — | — | $17K | <0.1% | |
| Vanguard Extended Market Index - Adm | — | — | — | $17K | <0.1% | |
| UPS United Parcel Service-B | — | — | — | $13K | <0.1% | |
| Valero Energy Corp | — | — | — | $12K | <0.1% | |
| Archer Aviation Archer Aviation Inc. | — | — | — | $10K | <0.1% | |
| Polaris Global Value Fund | — | — | — | $9K | <0.1% | |
| Cisco Systems Inc | — | — | — | $6K | <0.1% | |
| Rivian Automotive Inc. | — | — | — | $1K | <0.1% |
Related plans
Other plans using TRUST COMPANY OF TOLEDO
EASTMAN & SMITH LTD.
EASTMAN & SMITH LTD. PROFIT SHARING AND SAVINGS PLAN AND TRUST
$106.2M · 119 participants
TOLEDO BLADE COMPANY BLADE PENSION TRUST
THE TOLEDO NEWSPAPER UNIONS BLADE PENSION PLAN
$98.2M · 28 participants
UNION CONSTRUCTION WORKERS HEALTH PLAN
UNION CONSTRUCTION WORKERS HEALTH PLAN
$80.1M · 1,877 participants
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEES
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND
$55.3M · 380 participants
SIGNATURE BANCORP, INC.
SIGNATURE BANCORP, INC. RETIREMENT SAVINGS PLAN
$35.5M · 144 participants
BOARD OF TRUSTEES TOLEDO PAINTERS AND ALLIED TRADES PENSION PLAN
TOLEDO PAINTERS AND ALLIED TRADES PENSION PLAN
$33.0M · 249 participants
Similar-size Professional & Technical Services plans
LAND OF LINCOLN LEGAL AID, INC.
LAND OF LINCOLN 401(K) PLAN
$18.3M · 121 participants
KLUGER, KAPLAN, SILVERMAN, KATZE
KLUGER, KAPLAN, SILVERMAN, KATZEN & LEVINE, P.L. 401(K) PLA
$18.2M · 43 participants
CONSERVATION LAW FOUNDATION, INC.
CLF RETIREMENT PLAN
$18.1M · 144 participants
ATLANTA LEGAL AID SOCIETY, INC.
ATLANTA LEGAL AID SOCIETY 403(B) PLAN (FKA ATLANTA LEGAL AID, INC TAX SHELTERED ANNUITY)
$19.5M · 122 participants
LEGAL AID CHICAGO
LEGAL AID CHICAGO EMPLOYEE CONTRIBUTION PLAN
$18.0M · 228 participants
MCEWEN GISVOLD LLP
MCEWEN GISVOLD LLP PROFIT SHARING AND 401(K) PLAN
$17.6M · 22 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants