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Original filing (PDF)20250919132757NAL0005487986001
LAMBDA LEGAL DEFENSE & EDUCATION FUND INC.
Form 5500
FILING_RECEIVED
LAMBDA LEGAL RETIREMENT BENEFIT PLAN
403(b) retirement plan
Active participants
96
Accounts w/ balance
237
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAMBDA LEGAL DEFENSE & EDUCATION FUND INC..
Plan sponsor
Name
LAMBDA LEGAL DEFENSE & EDUCATION FUND INC.
EIN
23-7395681
Address
120 WALL STREET, 19TH FLOOR · NEW YORK, NY · 10005
Phone
(212) 809-8585
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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | RECORD KEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | ADVISORY/ CONSULTING | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $3K | — |
Investments
33 direct securities· $12.7M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) ( b ) ( c ) ( d ) ( e ) Goldman Sachs Income Builder Fund - Class A Mutual Funds | — | — | — | $3.0M | 23.2% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $2.1M | 16.6% | |
| Manning & Napier Pro-Blnd Ext I Mutual Funds | — | — | — | $1.0M | 7.9% | |
| JP Morgan Large Cap Growth R6 Mutual Funds | — | — | — | $933K | 7.2% | |
| Frank Small Cap Growth R6 Mutual Funds | — | — | — | $677K | 5.2% | |
| Manning & Napier Pro-Blnd Max I Mutual Funds | — | — | — | $658K | 5.1% | |
| JP Morgan Equity Income Fund R5 Mutual Funds | — | — | — | $622K | 4.8% | |
| VG TARGET RET 2040 INV Mutual Funds | — | — | — | $553K | 4.3% | |
| FED H MDT MD CP GRW R6 Mutual Funds | — | — | — | $486K | 3.8% | |
| VG TARGET RET 2045 INV Mutual Funds | — | — | — | $331K | 2.6% | |
| AB Bond Infla Strategy Z Mutual Funds | — | — | — | $329K | 2.6% | |
| PIMCO INCOME INSTL Mutual Funds | — | — | — | $291K | 2.3% | |
| GOG Partners Emerging Markets Equity R6 Mutual Funds | — | — | — | $251K | 1.9% | |
| DFA INTERNATIONAL VALUE I Mutual Funds | — | — | — | $190K | 1.5% | |
| Van FEDERAL MM I Mutual Funds | — | — | — | $173K | 1.3% | |
| AMER FUNDS BOND FD AM R6 Mutual Funds | — | — | — | $135K | 1.0% | |
| JP Morgan Undiscovd MBEH VL R6 Mutual Funds | — | — | — | $131K | 1.0% | |
| VG TARGET RET 2055 INV Mutual Funds | — | — | — | $106K | 0.8% | |
| Manning & Napier Pro-Blnd Conv Term I Mutual Funds | — | — | — | $101K | 0.8% | |
| PIMCO INTL BD (USDH) INST Mutual Funds | — | — | — | $90K | 0.7% | |
| VG TARGET RET 2050 INV Mutual Funds | — | — | — | $74K | 0.6% | |
| VG TARGET RET 2060 INV Mutual Funds | — | — | — | $71K | 0.6% | |
| VG TARGET RET 2025 INV Mutual Funds | — | — | — | $62K | 0.5% | |
| Manning & Napier Pro-Blnd Mod I Mutual Funds | — | — | — | $53K | 0.4% | |
| VG TARGET RET 2020 INV Mutual Funds | — | — | — | $42K | 0.3% | |
| FED H INST HI YLD BND R6 Mutual Funds | — | — | — | $37K | 0.3% | |
| VG TARGET RET 2035 INV Mutual Funds | — | — | — | $37K | 0.3% | |
| PRIN REAL ESTE SEC INST Mutual Funds | — | — | — | $36K | 0.3% | |
| VG TARGET RET 2030 INV Mutual Funds | — | — | — | $26K | 0.2% | |
| Vanguard Intl Growth ADM Mutual Funds | — | — | — | $17K | 0.1% | |
| VG TARGET RET 2065 INV Mutual Funds | — | — | — | $13K | <0.1% | |
| CMFG SV 432 Insurance Contract | — | — | — | $12K | <0.1% | |
| GS GQG Ptnrs Intl Opps R6 Mutual Funds | — | — | — | $1K | <0.1% |
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