Original filing (PDF)20260318084115NAL0004787232001

LEGAL AID JUSTICE CENTER

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

Form 5500

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF LEGAL AID JUSTICE CENTER

401(k) retirement plan

Signals · 1

100% employer stock

Active participants

Accounts w/ balance

146

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

How this plan invests

This plan

1 pooled trust

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEGAL AID JUSTICE CENTER.

Plan sponsor

Name

LEGAL AID JUSTICE CENTER

EIN

54-0884513

Address

1000 PRESTON AVE STE A · CHARLOTTESVILLE, VA · 229032156

Phone

(434) 977-0553

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-18

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

MPCOMPANY LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	INSURANCE CARRIER	$2K	—

Investments

44 direct securities · 1 pooled fund· $16.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Common Stock

$8.6M

44 holdings

Pooled Separate Account

$7.8M

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$7.8M	90.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Equity Index Fund	Common Stock	—	—	$1.6M	18.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2045 Fund	Common Stock	—	—	$1.2M	13.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2050 Fund	Common Stock	—	—	$964K	11.2%
. GROUP ANNUITY CONTRACT Mutual of America Mutual of America Interest Accumulation Account	Common Stock	—	—	$826K	9.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2065 Fund	Common Stock	—	—	$329K	3.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2035 Fund	Common Stock	—	—	$328K	3.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2040 Fund	Common Stock	—	—	$326K	3.8%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2060 Fund	Common Stock	—	—	$276K	3.2%
. GROUP ANNUITY CONTRACT Mutual of America DWS Capital Growth VIP	Common Stock	—	—	$270K	3.1%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF International Portfolio	Common Stock	—	—	$258K	3.0%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Total Bond Market Index Portfolio	Common Stock	—	—	$232K	2.7%
. GROUP ANNUITY CONTRACT Mutual of America MoA Aggressive Allocation Fund	Common Stock	—	—	$227K	2.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2030 Fund	Common Stock	—	—	$210K	2.4%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Diversified Value Portfolio	Common Stock	—	—	$196K	2.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Growth Fund	Common Stock	—	—	$183K	2.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2055 Fund	Common Stock	—	—	$171K	2.0%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Contrafund Portfolio	Common Stock	—	—	$131K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Moderate Allocation Fund	Common Stock	—	—	$129K	1.5%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Equity Index Fund	Common Stock	—	—	$101K	1.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2015 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2020 Fund 0 . GROUP ANNUITY CONTRACT Mutual of America MoA Clear Passage 2025 Fund	Common Stock	—	—	$87K	1.0%
. GROUP ANNUITY CONTRACT Mutual of America MoA Conservative Allocation Fund	Common Stock	—	—	$80K	0.9%
. GROUP ANNUITY CONTRACT Mutual of America Vanguard VIF Real Estate Index Portfolio	Common Stock	—	—	$55K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Equity-Income Portfolio	Common Stock	—	—	$53K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Value Fund	Common Stock	—	—	$49K	0.6%
. GROUP ANNUITY CONTRACT Mutual of America American Century Investments VP Capital Appreciation Fund	Common Stock	—	—	$46K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America PIMCO VIT Real Return Portfolio	Common Stock	—	—	$45K	0.5%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Mid Cap Portfolio	Common Stock	—	—	$36K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Calvert VP SRI Balanced Portfolio	Common Stock	—	—	$32K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America Goldman Sachs VIT US Equity Insights Fund	Common Stock	—	—	$32K	0.4%
Plan Number: 001 . GROUP ANNUITY CONTRACT Mutual of America T. Rowe Price Blue Chip Growth Portfolio	Common Stock	—	—	$31K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Retirement Income Fund	Common Stock	—	—	$31K	0.4%
. GROUP ANNUITY CONTRACT Mutual of America MoA Small Cap Equity Index Fund	Common Stock	—	—	$25K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America MoA International Fund	Common Stock	—	—	$22K	0.3%
. GROUP ANNUITY CONTRACT Mutual of America American Funds Insurance Series New World Fund	Common Stock	—	—	$20K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio	Common Stock	—	—	$20K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America Invesco V.I. Main Street Fund	Common Stock	—	—	$18K	0.2%
. GROUP ANNUITY CONTRACT Mutual of America MoA Balanced Fund	Common Stock	—	—	$13K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Core Bond Fund	Common Stock	—	—	$9K	0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Intermediate Bond Fund	Common Stock	—	—	$8K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MFS VIT III Mid Cap Value Portfolio	Common Stock	—	—	$7K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA All America Fund	Common Stock	—	—	$6K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America MoA Mid Cap Value Fund	Common Stock	—	—	$3K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Macquarie VIP Small Cap Value Series	Common Stock	—	—	$2K	<0.1%
. GROUP ANNUITY CONTRACT Mutual of America Fidelity VIP Asset Manager Portfolio	Common Stock	—	—	$2K	<0.1%