Original filing (PDF)20250718162945NAL0001090115001

SUMMIT LEGAL AID

Name: SUMMIT LEGAL AID — 403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT LEGAL AID, Form 5500 (2024)
Creator: SUMMIT LEGAL AID

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF SUMMIT LEGAL AID

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 SUMMIT LEGAL AID.

Plan sponsor

Name

SUMMIT LEGAL AID

EIN

25-1192139

Address

10 W CHERRY AVE · WASHINGTON, PA · 153016808

Phone

(724) 225-6170

Industry

Professional & Technical Servicessee 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

2025-07-18

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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